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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 | $21,594 | $127,386-83.0% | $115,037-81.2% | $125,388-82.8% |
| Participation rate | 38.9% | 84.2%-45.3pp | 81.4%-42.5pp | 83.2%-44.3pp |
| Annual return | 30.60% | 31.28%-0.7pp | 26.14%+4.5pp | 282.24%-251.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,238 | $6,423-49.6% | $6,026-46.3% | $5,352-39.5% |
| Admin fee / account holder | $5,868 | $9,516-38.3% | $8,175-28.2% | $9,541-38.5% |