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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 | $66,337 | $93,598-29.1% | $135,974-51.2% | $75,173-11.8% |
| Participation rate | 60.7% | 75.2%-14.5pp | 81.9%-21.2pp | 67.2%-6.5pp |
| Annual return | 16.48% | 30.89%-14.4pp | 68.30%-51.8pp | 160.72%-144.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,768 | $6,405+36.9% | $7,760+13.0% | $4,126+112.5% |
| Admin fee / account holder | $1,003 | $6,978-85.6% | $10,767-90.7% | $5,651-82.2% |