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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 | $23,351 | $90,400-74.2% | $186,193-87.5% | $87,485-73.3% |
| Participation rate | 66.7% | 66.2%+0.5pp | 77.1%-10.4pp | 68.9%-2.3pp |
| Annual return | 17.27% | 22.15%-4.9pp | 78.03%-60.8pp | 26.06%-8.8pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,982 | $4,330-8.0% | $6,513-38.9% | $4,274-6.8% |
| Admin fee / account holder | $2,257 | $8,673-74.0% | $11,058-79.6% | $7,775-71.0% |