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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 | $37,580 | $76,551-50.9% | $123,894-69.7% | $62,881-40.2% |
| Participation rate | 61.0% | 73.0%-12.0pp | 81.4%-20.4pp | 69.3%-8.3pp |
| Annual return | 13.11% | 18.68%-5.6pp | 47.52%-34.4pp | 20.14%-7.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,961 | $4,840+23.2% | $5,984-0.4% | $3,203+86.1% |
| Admin fee / account holder | $537 | $4,826-88.9% | $8,357-93.6% | $4,296-87.5% |