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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 | $36,419 | $84,953-57.1% | $163,379-77.7% | $82,637-55.9% |
| Participation rate | 68.8% | 65.9%+2.8pp | 76.8%-8.1pp | 68.1%+0.7pp |
| Annual return | 14.86% | 23.07%-8.2pp | 63.41%-48.5pp | 53.51%-38.6pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,708 | $4,326-14.3% | $6,282-41.0% | $4,126-10.1% |
| Admin fee / account holder | $6,691 | $7,921-15.5% | $9,818-31.8% | $7,339-8.8% |