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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 | $53,780 | $93,589-42.5% | $135,942-60.4% | $75,181-28.5% |
| Participation rate | 69.2% | 75.2%-6.0pp | 81.9%-12.7pp | 67.2%+2.0pp |
| Annual return | 20.89% | 30.90%-10.0pp | 68.28%-47.4pp | 160.69%-139.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $12,048 | $6,405+88.1% | $7,759+55.3% | $4,126+192.0% |
| Admin fee / account holder | $2,705 | $6,977-61.2% | $10,764-74.9% | $5,650-52.1% |