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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 | $117,904-72.1% | $102,457-67.8% | $145,978-77.4% |
| Participation rate | 57.9% | 78.6%-20.7pp | 76.5%-18.6pp | 80.3%-22.4pp |
| Annual return | 18.12% | 31.80%-13.7pp | 29.41%-11.3pp | 550.52%-532.4pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,944 | $5,733+21.1% | $5,054+37.4% | $6,690+3.8% |
| Admin fee / account holder | $3,526 | $13,329-73.5% | $9,451-62.7% | $13,400-73.7% |