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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 | $49,917 | $49,255+1.3% | $70,494-29.2% | $79,856-37.5% |
| Participation rate | 68.8% | 69.2%-0.4pp | 75.1%-6.3pp | 69.6%-0.9pp |
| Annual return | 11.47% | 30.10%-18.6pp | 109.16%-97.7pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,749 | $2,768-36.8% | $3,711-52.9% | $3,741-53.3% |
| Admin fee / account holder | $728 | $2,879-74.7% | $3,848-81.1% | $5,306-86.3% |