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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 | $28,422 | $138,312-79.5% | $122,979-76.9% | $155,188-81.7% |
| Participation rate | 55.6% | 80.2%-24.6pp | 77.2%-21.6pp | 80.8%-25.2pp |
| Annual return | 20.55% | 22.06%-1.5pp | 20.12%+0.4pp | 148.84%-128.3pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,152 | $5,592-7.9% | $5,003+3.0% | $6,531-21.1% |
| Admin fee / account holder | $377 | $15,089-97.5% | $12,864-97.1% | $14,480-97.4% |