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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 | $60,472 | $106,749-43.4% | $145,433-58.4% | $82,448-26.7% |
| Participation rate | 64.0% | 75.6%-11.6pp | 82.1%-18.1pp | 68.1%-4.1pp |
| Annual return | 23.84% | 27.59%-3.8pp | 66.58%-42.7pp | 41.64%-17.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,442 | $6,519+90.9% | $7,897+57.5% | $4,139+200.6% |
| Admin fee / account holder | $6,200 | $8,390-26.1% | $13,129-52.8% | $7,234-14.3% |