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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 | $35,455 | $71,230-50.2% | $93,727-62.2% | $80,959-56.2% |
| Participation rate | 65.4% | 60.4%+5.0pp | 68.7%-3.3pp | 67.7%-2.3pp |
| Annual return | 11.52% | 11.26%+0.3pp | 133.83%-122.3pp | 35.67%-24.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,640 | $4,037+39.7% | $4,417+27.7% | $4,300+31.1% |
| Admin fee / account holder | $8,572 | $6,961+23.1% | $8,292+3.4% | $6,925+23.8% |