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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 | $50,409 | $93,598-46.1% | $135,974-62.9% | $75,173-32.9% |
| Participation rate | 63.6% | 75.2%-11.6pp | 81.9%-18.3pp | 67.2%-3.6pp |
| Annual return | 22.27% | 30.89%-8.6pp | 68.30%-46.0pp | 160.72%-138.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,407 | $6,4050% | $7,760-17.4% | $4,126+55.3% |
| Admin fee / account holder | $1,854 | $6,978-73.4% | $10,767-82.8% | $5,651-67.2% |