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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 | $42,174 | $228,352-81.5% | $185,827-77.3% | $158,950-73.5% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 13.59% | 40.81%-27.2pp | 35.96%-22.4pp | 302.91%-289.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,287 | $6,416+13.6% | $5,633+29.4% | $5,983+21.8% |
| Admin fee / account holder | $9,621 | $11,867-18.9% | $9,502+1.3% | $11,248-14.5% |