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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 | $67,477 | $65,027+3.8% | $90,970-25.8% | $79,852-15.5% |
| Participation rate | 63.6% | 61.6%+2.0pp | 69.0%-5.4pp | 69.6%-6.0pp |
| Annual return | 18.21% | 30.45%-12.2pp | 134.58%-116.4pp | 31.72%-13.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,399 | $2,512+35.3% | $3,373+0.8% | $3,740-9.1% |
| Admin fee / account holder | $336 | $4,535-92.6% | $5,960-94.4% | $5,306-93.7% |