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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 | $67,907 | $115,225-41.1% | $100,712-32.6% | $138,895-51.1% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.3%-9.3pp | 79.9%-19.9pp |
| Annual return | 20.56% | 40.35%-19.8pp | 33.27%-12.7pp | 145.39%-124.8pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,492 | $4,699+59.4% | $4,085+83.4% | $6,396+17.1% |
| Admin fee / account holder | $2,847 | $10,844-73.7% | $9,256-69.2% | $12,562-77.3% |