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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 | $23,362 | $93,617-75.0% | $135,982-82.8% | $75,177-68.9% |
| Participation rate | 62.1% | 75.2%-13.1pp | 81.9%-19.9pp | 67.2%-5.1pp |
| Annual return | 35.88% | 30.89%+5.0pp | 68.32%-32.4pp | 160.75%-124.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,427 | $6,406+47.2% | $7,760+21.5% | $4,126+128.5% |
| Admin fee / account holder | $454 | $6,980-93.5% | $10,767-95.8% | $5,651-92.0% |