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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 | $32,940 | $117,895-72.1% | $102,460-67.9% | $145,897-77.4% |
| Participation rate | 57.9% | 78.6%-20.7pp | 76.5%-18.6pp | 80.3%-22.4pp |
| Annual return | 18.12% | 31.92%-13.8pp | 29.47%-11.3pp | 552.29%-534.2pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,944 | $5,736+21.1% | $5,056+37.3% | $6,689+3.8% |
| Admin fee / account holder | $3,526 | $13,353-73.6% | $9,460-62.7% | $13,390-73.7% |