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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 | $22,086 | $93,617-76.4% | $135,982-83.8% | $75,177-70.6% |
| Participation rate | 67.9% | 75.2%-7.3pp | 81.9%-14.0pp | 67.2%+0.7pp |
| Annual return | 33.75% | 30.89%+2.9pp | 68.32%-34.6pp | 160.75%-127.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,215 | $6,406+28.2% | $7,760+5.9% | $4,126+99.1% |
| Admin fee / account holder | $4,778 | $6,980-31.5% | $10,767-55.6% | $5,651-15.5% |