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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 | $49,734 | $77,358-35.7% | $102,184-51.3% | $87,485-43.2% |
| Participation rate | 69.4% | 78.7%-9.2pp | 82.6%-13.2pp | 68.9%+0.5pp |
| Annual return | 14.77% | 41.11%-26.3pp | 31.58%-16.8pp | 26.06%-11.3pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,093 | $6,753-39.4% | $8,309-50.7% | $4,274-4.2% |
| Admin fee / account holder | $533 | $6,809-92.2% | $11,609-95.4% | $7,775-93.1% |