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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 | $48,884 | $77,358-36.8% | $102,184-52.2% | $87,485-44.1% |
| Participation rate | 63.3% | 78.7%-15.3pp | 82.6%-19.3pp | 68.9%-5.6pp |
| Annual return | 21.36% | 41.11%-19.7pp | 31.58%-10.2pp | 26.06%-4.7pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,777 | $6,753+15.2% | $8,309-6.4% | $4,274+82.0% |
| Admin fee / account holder | $2,958 | $6,809-56.6% | $11,609-74.5% | $7,775-62.0% |