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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 | $93,589-49.4% | $135,942-65.2% | $75,181-37.0% |
| Participation rate | 65.6% | 75.2%-9.6pp | 81.9%-16.3pp | 67.2%-1.6pp |
| Annual return | 28.13% | 30.90%-2.8pp | 68.28%-40.1pp | 160.69%-132.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,761 | $6,405+5.6% | $7,759-12.9% | $4,126+63.9% |
| Admin fee / account holder | $9,087 | $6,977+30.2% | $10,764-15.6% | $5,650+60.8% |