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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,377 | $77,472-35.0% | $100,392-49.8% | $80,935-37.8% |
| Participation rate | 60.0% | 76.9%-16.9pp | 81.5%-21.5pp | 67.7%-7.7pp |
| Annual return | 22.39% | 37.26%-14.9pp | 49.45%-27.1pp | 35.66%-13.3pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,642 | $6,818+41.4% | $8,090+19.2% | $4,299+124.3% |
| Admin fee / account holder | $3,436 | $5,885-41.6% | $7,904-56.5% | $6,924-50.4% |