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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 | $53,931 | $77,472-30.4% | $100,415-46.3% | $80,959-33.4% |
| Participation rate | 57.1% | 76.9%-19.8pp | 81.5%-24.4pp | 67.7%-10.5pp |
| Annual return | 16.80% | 37.26%-20.5pp | 49.47%-32.7pp | 35.67%-18.9pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,856 | $6,818-14.1% | $8,091-27.6% | $4,300+36.2% |
| Admin fee / account holder | $4,419 | $5,885-24.9% | $7,906-44.1% | $6,925-36.2% |