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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 | $48,939 | $106,749-54.2% | $145,433-66.3% | $82,448-40.6% |
| Participation rate | 65.5% | 75.6%-10.2pp | 82.1%-16.7pp | 68.1%-2.6pp |
| Annual return | 19.05% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,673 | $6,519+17.7% | $7,897-2.8% | $4,139+85.4% |
| Admin fee / account holder | $7,108 | $8,390-15.3% | $13,129-45.9% | $7,234-1.7% |