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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 | $44,008 | $47,848-8.0% | $81,473-46.0% | $70,126-37.2% |
| Participation rate | 58.1% | 58.3%-0.1pp | 68.0%-9.8pp | 69.5%-11.4pp |
| Annual return | 13.36% | 27.25%-13.9pp | 38.78%-25.4pp | 73.15%-59.8pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,485 | $2,453+1.3% | $3,537-29.7% | $3,332-25.4% |
| Admin fee / account holder | $2,063 | $3,145-34.4% | $4,561-54.8% | $4,645-55.6% |