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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 | $51,807 | $77,472-33.1% | $100,415-48.4% | $80,959-36.0% |
| Participation rate | 62.5% | 76.9%-14.4pp | 81.5%-19.0pp | 67.7%-5.2pp |
| Annual return | 21.74% | 37.26%-15.5pp | 49.47%-27.7pp | 35.67%-13.9pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,037 | $6,818+76.6% | $8,091+48.8% | $4,300+179.9% |
| Admin fee / account holder | $19,399 | $5,885+229.6% | $7,906+145.4% | $6,925+180.1% |