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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 | $47,334 | $74,535-36.5% | $100,712-53.0% | $82,637-42.7% |
| Participation rate | 69.6% | 61.2%+8.5pp | 69.3%+0.4pp | 68.1%+1.6pp |
| Annual return | 17.33% | 18.92%-1.6pp | 33.27%-15.9pp | 53.51%-36.2pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,003 | $3,074+30.2% | $4,085-2.0% | $4,126-3.0% |
| Admin fee / account holder | $11,597 | $6,576+76.4% | $9,256+25.3% | $7,339+58.0% |