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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 | $52,793 | $90,400-41.6% | $186,193-71.6% | $87,485-39.7% |
| Participation rate | 69.5% | 66.2%+3.3pp | 77.1%-7.6pp | 68.9%+0.5pp |
| Annual return | 16.37% | 22.15%-5.8pp | 78.03%-61.7pp | 26.06%-9.7pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,201 | $4,330-3.0% | $6,513-35.5% | $4,274-1.7% |
| Admin fee / account holder | $4,590 | $8,673-47.1% | $11,058-58.5% | $7,775-41.0% |