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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 | $51,455 | $93,598-45.0% | $135,974-62.2% | $75,173-31.6% |
| Participation rate | 41.3% | 75.2%-33.9pp | 81.9%-40.7pp | 67.2%-26.0pp |
| Annual return | 17.60% | 30.89%-13.3pp | 68.30%-50.7pp | 160.72%-143.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,976 | $6,405+8.9% | $7,760-10.1% | $4,126+69.1% |
| Admin fee / account holder | $11,090 | $6,978+58.9% | $10,767+3.0% | $5,651+96.3% |