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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 | $36,771 | $126,661-71.0% | $113,397-67.6% | $138,895-73.5% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.5%-14.0pp | 79.9%-17.4pp |
| Annual return | 21.32% | 25.05%-3.7pp | 23.20%-1.9pp | 145.39%-124.1pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,227 | $5,693+9.4% | $5,076+22.7% | $6,396-2.7% |
| Admin fee / account holder | $11,104 | $14,549-23.7% | $11,957-7.1% | $12,562-11.6% |