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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 | $49,265 | $48,053+2.5% | $84,623-41.8% | $72,983-32.5% |
| Participation rate | 45.2% | 57.6%-12.4pp | 68.2%-23.1pp | 69.5%-24.3pp |
| Annual return | 27.39% | 37.39%-10.0pp | 258.77%-231.4pp | 81.01%-53.6pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,172 | $2,681+18.3% | $3,899-18.7% | $3,608-12.1% |
| Admin fee / account holder | $459 | $3,395-86.5% | $4,913-90.7% | $5,124-91.0% |