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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 | $29,249 | $93,589-68.7% | $135,942-78.5% | $75,181-61.1% |
| Participation rate | 67.1% | 75.2%-8.1pp | 81.9%-14.8pp | 67.2%-0.1pp |
| Annual return | 28.37% | 30.90%-2.5pp | 68.28%-39.9pp | 160.69%-132.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,643 | $6,405+81.8% | $7,759+50.1% | $4,126+182.2% |
| Admin fee / account holder | $4,018 | $6,977-42.4% | $10,764-62.7% | $5,650-28.9% |