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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 | $52,124 | $76,642-32.0% | $146,866-64.5% | $65,306-20.2% |
| Participation rate | 65.3% | 61.2%+4.0pp | 82.5%-17.3pp | 57.7%+7.6pp |
| Annual return | 23.36% | 33.40%-10.0pp | 102.85%-79.5pp | 21.94%+1.4pp |
| Employer contribution / active EE | $0 | $2,621-100.0% | $4,425-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $8,693 | $4,864+78.7% | $7,759+12.0% | $2,959+193.7% |
| Admin fee / account holder | $6,534 | $3,960+65.0% | $13,620-52.0% | $3,480+87.8% |