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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 | $76,279 | $108,825-29.9% | $156,181-51.2% | $82,448-7.5% |
| Participation rate | 53.3% | 72.4%-19.0pp | 78.8%-25.5pp | 68.1%-14.7pp |
| Annual return | 15.68% | 20.59%-4.9pp | 64.87%-49.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,701 | $4,577+24.5% | $6,132-7.0% | $4,139+37.7% |
| Admin fee / account holder | $1,818 | $9,341-80.5% | $14,586-87.5% | $7,234-74.9% |