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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 | $71,197-50.2% | $93,669-62.1% | $80,925-56.2% |
| Participation rate | 65.4% | 60.4%+5.0pp | 68.7%-3.3pp | 67.7%-2.3pp |
| Annual return | 11.52% | 11.27%+0.2pp | 133.59%-122.1pp | 35.65%-24.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,640 | $4,036+39.8% | $4,416+27.7% | $4,299+31.2% |
| Admin fee / account holder | $8,572 | $6,959+23.2% | $8,291+3.4% | $6,940+23.5% |