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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 | $39,443 | $110,307-64.2% | $96,576-59.2% | $139,456-71.7% |
| Participation rate | 56.5% | 78.1%-21.6pp | 76.0%-19.5pp | 80.3%-23.8pp |
| Annual return | 20.69% | 26.40%-5.7pp | 25.87%-5.2pp | 373.45%-352.8pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,827 | $5,547+23.1% | $4,851+40.7% | $6,711+1.7% |
| Admin fee / account holder | $490 | $11,597-95.8% | $8,253-94.1% | $11,407-95.7% |