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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 | $63,626 | $93,617-32.0% | $135,982-53.2% | $75,177-15.4% |
| Participation rate | 64.3% | 75.2%-10.9pp | 81.9%-17.6pp | 67.2%-2.9pp |
| Annual return | 27.87% | 30.89%-3.0pp | 68.32%-40.5pp | 160.75%-132.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $18,198 | $6,406+184.1% | $7,760+134.5% | $4,126+341.0% |
| Admin fee / account holder | $5,582 | $6,980-20.0% | $10,767-48.2% | $5,651-1.2% |