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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 | $60,238 | $93,617-35.7% | $135,982-55.7% | $75,177-19.9% |
| Participation rate | 64.8% | 75.2%-10.4pp | 81.9%-17.1pp | 67.2%-2.4pp |
| Annual return | 18.34% | 30.89%-12.6pp | 68.32%-50.0pp | 160.75%-142.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,650 | $6,406+19.4% | $7,760-1.4% | $4,126+85.4% |
| Admin fee / account holder | $3,800 | $6,980-45.6% | $10,767-64.7% | $5,651-32.8% |