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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 | $53,300 | $51,638+3.2% | $129,406-58.8% | $80,959-34.2% |
| Participation rate | 53.1% | 56.9%-3.9pp | 69.6%-16.6pp | 67.7%-14.6pp |
| Annual return | 11.55% | 20.78%-9.2pp | 9468.18%-9456.6pp | 35.67%-24.1pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,683 | $2,670+37.9% | $4,167-11.6% | $4,300-14.4% |
| Admin fee / account holder | $3,158 | $4,313-26.8% | $7,689-58.9% | $6,925-54.4% |