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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 | $44,124 | $62,592-29.5% | $85,709-48.5% | $85,847-48.6% |
| Participation rate | 69.4% | 61.1%+8.3pp | 69.9%-0.4pp | 69.3%+0.1pp |
| Annual return | 15.34% | 23.77%-8.4pp | 21.49%-6.2pp | 318.61%-303.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,896 | $2,802-32.4% | $3,924-51.7% | $3,952-52.0% |
| Admin fee / account holder | $598 | $4,643-87.1% | $6,876-91.3% | $6,261-90.5% |