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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 | $56,274 | $25,014+125.0% | $69,632-19.2% | $80,959-30.5% |
| Participation rate | 32.1% | 64.2%-32.1pp | 66.4%-34.3pp | 67.7%-35.5pp |
| Annual return | 14.25% | 19.08%-4.8pp | 101.32%-87.1pp | 35.67%-21.4pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,708-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,509 | $1,840-18.0% | $2,889-47.8% | $4,300-64.9% |
| Admin fee / account holder | $5,852 | $2,491+134.9% | $4,695+24.6% | $6,925-15.5% |