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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 | $20,643 | $81,664-74.7% | $70,476-70.7% | $158,966-87.0% |
| Participation rate | 69.2% | 77.7%-8.5pp | 75.1%-5.8pp | 82.0%-12.7pp |
| Annual return | 20.05% | 208.59%-188.5pp | 109.12%-89.1pp | 302.95%-282.9pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,215 | $4,556+14.4% | $3,710+40.5% | $5,983-12.8% |
| Admin fee / account holder | $4,575 | $6,197-26.2% | $3,847+18.9% | $11,250-59.3% |