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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 | $53,748 | $99,994-46.2% | $146,643-63.3% | $85,847-37.4% |
| Participation rate | 61.5% | 73.1%-11.5pp | 80.1%-18.5pp | 69.3%-7.8pp |
| Annual return | 14.66% | 18.93%-4.3pp | 22.75%-8.1pp | 318.61%-303.9pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,454 | $4,006+11.2% | $5,506-19.1% | $3,952+12.7% |
| Admin fee / account holder | $1,700 | $7,703-77.9% | $10,280-83.5% | $6,261-72.9% |