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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 | $106,749-52.2% | $145,433-64.9% | $82,448-38.1% |
| Participation rate | 65.1% | 75.6%-10.6pp | 82.1%-17.0pp | 68.1%-3.0pp |
| Annual return | 21.75% | 27.59%-5.8pp | 66.58%-44.8pp | 41.64%-19.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,241 | $6,519+103.1% | $7,897+67.7% | $4,139+219.9% |
| Admin fee / account holder | $3,424 | $8,390-59.2% | $13,129-73.9% | $7,234-52.7% |