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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 | $38,874 | $47,848-18.8% | $81,473-52.3% | $70,126-44.6% |
| Participation rate | 60.0% | 58.3%+1.7pp | 68.0%-8.0pp | 69.5%-9.5pp |
| Annual return | 16.18% | 27.25%-11.1pp | 38.78%-22.6pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,163 | $2,453+110.5% | $3,537+46.0% | $3,332+55.0% |
| Admin fee / account holder | $2,378 | $3,145-24.4% | $4,561-47.9% | $4,645-48.8% |