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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 | $45,640 | $70,418-35.2% | $96,570-52.7% | $85,847-46.8% |
| Participation rate | 66.7% | 61.8%+4.9pp | 69.8%-3.2pp | 69.3%-2.7pp |
| Annual return | 16.31% | 18.59%-2.3pp | 37.79%-21.5pp | 318.61%-302.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,229 | $2,894+11.6% | $3,849-16.1% | $3,952-18.3% |
| Admin fee / account holder | $4,636 | $4,995-7.2% | $6,182-25.0% | $6,261-25.9% |