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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 | $60,829 | $126,661-52.0% | $113,397-46.4% | $138,895-56.2% |
| Participation rate | 52.6% | 79.4%-26.8pp | 76.5%-23.9pp | 79.9%-27.3pp |
| Annual return | 18.70% | 25.05%-6.4pp | 23.20%-4.5pp | 145.39%-126.7pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,747 | $5,693+53.6% | $5,076+72.3% | $6,396+36.7% |
| Admin fee / account holder | $334 | $14,549-97.7% | $11,957-97.2% | $12,562-97.3% |