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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 | $47,778 | $46,599+2.5% | $64,101-25.5% | $75,173-36.4% |
| Participation rate | 64.2% | 65.9%-1.8pp | 72.3%-8.1pp | 67.2%-3.0pp |
| Annual return | 22.54% | 26.06%-3.5pp | 33.72%-11.2pp | 160.72%-138.2pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,519 | $2,837+200.3% | $3,881+119.5% | $4,126+106.5% |
| Admin fee / account holder | $4,742 | $2,956+60.4% | $3,070+54.5% | $5,651-16.1% |