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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 | $25,315 | $47,848-47.1% | $81,478-68.9% | $70,131-63.9% |
| Participation rate | 65.9% | 58.3%+7.6pp | 68.0%-2.1pp | 69.5%-3.6pp |
| Annual return | 13.03% | 27.25%-14.2pp | 38.78%-25.7pp | 73.14%-60.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,243 | $2,453-49.3% | $3,537-64.8% | $3,332-62.7% |
| Admin fee / account holder | $719 | $3,145-77.1% | $4,561-84.2% | $4,645-84.5% |