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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 | $59,296 | $62,672-5.4% | $185,117-68.0% | $70,126-15.4% |
| Participation rate | 54.3% | 63.8%-9.5pp | 77.3%-23.0pp | 69.5%-15.3pp |
| Annual return | 20.67% | 40.79%-20.1pp | 40.50%-19.8pp | 73.15%-52.5pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,427 | $3,272+35.3% | $5,045-12.2% | $3,332+32.9% |
| Admin fee / account holder | $6,743 | $3,932+71.5% | $8,159-17.4% | $4,645+45.2% |