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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 | $43,216 | $65,364-33.9% | $92,909-53.5% | $72,975-40.8% |
| Participation rate | 69.9% | 68.3%+1.6pp | 76.0%-6.1pp | 69.5%+0.4pp |
| Annual return | 19.87% | 42.11%-22.2pp | 109.44%-89.6pp | 81.01%-61.1pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,573 | $3,128-17.7% | $4,238-39.3% | $3,608-28.7% |
| Admin fee / account holder | $600 | $4,251-85.9% | $5,795-89.6% | $5,124-88.3% |