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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 | $33,616 | $93,598-64.1% | $135,974-75.3% | $75,173-55.3% |
| Participation rate | 65.6% | 75.2%-9.6pp | 81.9%-16.3pp | 67.2%-1.6pp |
| Annual return | 20.58% | 30.89%-10.3pp | 68.30%-47.7pp | 160.72%-140.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,044 | $6,405-5.6% | $7,760-22.1% | $4,126+46.5% |
| Admin fee / account holder | $1,837 | $6,978-73.7% | $10,767-82.9% | $5,651-67.5% |