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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 | $28,511 | $55,713-48.8% | $75,901-62.4% | $72,975-60.9% |
| Participation rate | 69.4% | 61.1%+8.3pp | 69.3%+0.2pp | 69.5%0pp |
| Annual return | 42.78% | 27.60%+15.2pp | 30.76%+12.0pp | 81.01%-38.2pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,509 | $2,634+71.2% | $3,603+25.1% | $3,608+25.0% |
| Admin fee / account holder | $1,094 | $3,980-72.5% | $5,420-79.8% | $5,124-78.6% |