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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 | $54,304 | $99,875-45.6% | $146,866-63.0% | $86,983-37.6% |
| Participation rate | 67.6% | 75.8%-8.2pp | 82.5%-14.9pp | 69.5%-1.9pp |
| Annual return | 17.39% | 28.10%-10.7pp | 102.85%-85.5pp | 25.83%-8.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,541 | $6,322+19.3% | $7,759-2.8% | $4,194+79.8% |
| Admin fee / account holder | $4,351 | $7,838-44.5% | $13,620-68.1% | $7,856-44.6% |