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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 | $25,572 | $93,598-72.7% | $135,974-81.2% | $75,173-66.0% |
| Participation rate | 24.2% | 75.2%-51.0pp | 81.9%-57.7pp | 67.2%-43.0pp |
| Annual return | 32.97% | 30.89%+2.1pp | 68.30%-35.3pp | 160.72%-127.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,347 | $6,405-47.7% | $7,760-56.9% | $4,126-18.9% |
| Admin fee / account holder | $4,171 | $6,978-40.2% | $10,767-61.3% | $5,651-26.2% |