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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 | $46,785 | $77,460-39.6% | $100,378-53.4% | $80,925-42.2% |
| Participation rate | 64.5% | 76.9%-12.4pp | 81.5%-17.0pp | 67.7%-3.1pp |
| Annual return | 24.39% | 37.24%-12.9pp | 49.41%-25.0pp | 35.65%-11.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,072 | $6,818+33.1% | $8,087+12.2% | $4,299+111.0% |
| Admin fee / account holder | $1,459 | $5,887-75.2% | $7,899-81.5% | $6,940-79.0% |