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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 | $49,362 | $136,860-63.9% | $120,344-59.0% | $154,746-68.1% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 19.69% | 21.38%-1.7pp | 20.30%-0.6pp | 172.34%-152.7pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,514 | $5,793+167.8% | $5,135+202.1% | $6,730+130.5% |
| Admin fee / account holder | $17,254 | $15,393+12.1% | $12,742+35.4% | $14,365+20.1% |