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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 | $117,829-72.0% | $102,423-67.8% | $145,877-77.4% |
| Participation rate | 57.9% | 78.6%-20.7pp | 76.5%-18.6pp | 80.3%-22.4pp |
| Annual return | 18.12% | 31.83%-13.7pp | 29.42%-11.3pp | 551.28%-533.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,944 | $5,732+21.1% | $5,054+37.4% | $6,691+3.8% |
| Admin fee / account holder | $3,526 | $13,335-73.6% | $9,455-62.7% | $13,402-73.7% |