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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 | $65,439 | $93,598-30.1% | $135,974-51.9% | $75,173-12.9% |
| Participation rate | 65.5% | 75.2%-9.7pp | 81.9%-16.4pp | 67.2%-1.7pp |
| Annual return | 17.71% | 30.89%-13.2pp | 68.30%-50.6pp | 160.72%-143.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,426 | $6,405+47.2% | $7,760+21.5% | $4,126+128.4% |
| Admin fee / account holder | $9,889 | $6,978+41.7% | $10,767-8.1% | $5,651+75.0% |