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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 | $14,345 | $45,082-68.2% | $69,464-79.3% | $72,975-80.3% |
| Participation rate | 68.6% | 68.5%+0.1pp | 74.6%-6.0pp | 69.5%-0.9pp |
| Annual return | 44.15% | 22.66%+21.5pp | 28.98%+15.2pp | 81.01%-36.9pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,689 | $2,604+41.7% | $3,536+4.3% | $3,608+2.2% |
| Admin fee / account holder | $860 | $3,057-71.9% | $3,840-77.6% | $5,124-83.2% |