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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 | $51,000 | $106,864-52.3% | $147,318-65.4% | $82,637-38.3% |
| Participation rate | 65.1% | 75.5%-10.4pp | 82.1%-17.0pp | 68.1%-3.0pp |
| Annual return | 21.75% | 27.49%-5.7pp | 70.43%-48.7pp | 53.51%-31.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $13,241 | $6,496+103.8% | $7,906+67.5% | $4,126+220.9% |
| Admin fee / account holder | $3,424 | $8,415-59.3% | $13,708-75.0% | $7,339-53.3% |