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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 | $43,478 | $93,598-53.5% | $135,974-68.0% | $75,173-42.2% |
| Participation rate | 67.6% | 75.2%-7.5pp | 81.9%-14.3pp | 67.2%+0.4pp |
| Annual return | 22.68% | 30.89%-8.2pp | 68.30%-45.6pp | 160.72%-138.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,467 | $6,405-45.9% | $7,760-55.3% | $4,126-16.0% |
| Admin fee / account holder | $3,343 | $6,978-52.1% | $10,767-69.0% | $5,651-40.8% |