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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 | $37,361 | $78,197-52.2% | $98,090-61.9% | $82,637-54.8% |
| Participation rate | 57.4% | 77.5%-20.0pp | 81.5%-24.1pp | 68.1%-10.6pp |
| Annual return | 19.66% | 40.25%-20.6pp | 37.05%-17.4pp | 53.51%-33.8pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,710 | $6,636+46.3% | $7,845+23.8% | $4,126+135.3% |
| Admin fee / account holder | $12,300 | $14,832-17.1% | $11,815+4.1% | $7,339+67.6% |