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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 | $26,374 | $77,962-66.2% | $178,540-85.2% | $80,935-67.4% |
| Participation rate | 63.0% | 65.7%-2.6pp | 77.1%-14.1pp | 67.7%-4.6pp |
| Annual return | 54.99% | 18.10%+36.9pp | 27.15%+27.8pp | 35.66%+19.3pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,527 | $4,404+2.8% | $6,281-27.9% | $4,299+5.3% |
| Admin fee / account holder | $3,748 | $7,156-47.6% | $10,424-64.0% | $6,924-45.9% |