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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 | $47,346 | $93,598-49.4% | $135,974-65.2% | $75,173-37.0% |
| Participation rate | 65.6% | 75.2%-9.6pp | 81.9%-16.3pp | 67.2%-1.6pp |
| Annual return | 28.13% | 30.89%-2.8pp | 68.30%-40.2pp | 160.72%-132.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,761 | $6,405+5.5% | $7,760-12.9% | $4,126+63.8% |
| Admin fee / account holder | $9,087 | $6,978+30.2% | $10,767-15.6% | $5,651+60.8% |