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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 | $56,844 | $81,276-30.1% | $155,574-63.5% | $80,925-29.8% |
| Participation rate | 67.6% | 66.2%+1.4pp | 78.2%-10.6pp | 67.7%0pp |
| Annual return | 14.62% | 33.36%-18.7pp | 64.87%-50.2pp | 35.65%-21.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,914 | $3,453-15.6% | $5,629-48.2% | $4,299-32.2% |
| Admin fee / account holder | $3,455 | $7,993-56.8% | $15,914-78.3% | $6,940-50.2% |