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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 | $42,812 | $93,598-54.3% | $135,974-68.5% | $75,173-43.0% |
| Participation rate | 59.3% | 75.2%-15.9pp | 81.9%-22.7pp | 67.2%-7.9pp |
| Annual return | 19.67% | 30.89%-11.2pp | 68.30%-48.6pp | 160.72%-141.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,703 | $6,405+51.5% | $7,760+25.0% | $4,126+135.1% |
| Admin fee / account holder | $12,717 | $6,978+82.2% | $10,767+18.1% | $5,651+125.1% |