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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 | $38,264 | $47,944-20.2% | $67,834-43.6% | $62,881-39.1% |
| Participation rate | 67.2% | 61.1%+6.1pp | 68.8%-1.6pp | 69.3%-2.1pp |
| Annual return | 7.09% | 11.77%-4.7pp | 138.47%-131.4pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,891 | $2,247-15.8% | $3,160-40.2% | $3,203-41.0% |
| Admin fee / account holder | $2,573 | $3,712-30.7% | $4,622-44.3% | $4,296-40.1% |