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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 | $56,485 | $109,359-48.3% | $162,177-65.2% | $72,975-22.6% |
| Participation rate | 64.0% | 84.3%-20.3pp | 87.6%-23.6pp | 69.5%-5.5pp |
| Annual return | 22.94% | 25.46%-2.5pp | 115.60%-92.7pp | 81.01%-58.1pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,655 | $5,481+76.2% | $7,297+32.3% | $3,608+167.6% |
| Admin fee / account holder | $10,168 | $7,972+27.5% | $10,843-6.2% | $5,124+98.4% |