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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 | $40,457 | $77,472-47.8% | $100,415-59.7% | $80,959-50.0% |
| Participation rate | 61.1% | 76.9%-15.8pp | 81.5%-20.4pp | 67.7%-6.6pp |
| Annual return | 22.60% | 37.26%-14.7pp | 49.47%-26.9pp | 35.67%-13.1pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,376 | $6,818+81.5% | $8,091+53.0% | $4,300+187.8% |
| Admin fee / account holder | $2,096 | $5,885-64.4% | $7,906-73.5% | $6,925-69.7% |