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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 | $55,645 | $54,573+2.0% | $90,970-38.8% | $73,497-24.3% |
| Participation rate | 35.2% | 61.2%-25.9pp | 69.0%-33.8pp | 70.7%-35.4pp |
| Annual return | 17.44% | 16.69%+0.8pp | 134.60%-117.2pp | 28.51%-11.1pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,247 | $2,517-10.7% | $3,373-33.4% | $3,740-39.9% |
| Admin fee / account holder | $1,842 | $521+253.2% | $5,961-69.1% | $513+258.9% |