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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 | $29,420 | $78,423-62.5% | $95,964-69.3% | $79,856-63.2% |
| Participation rate | 68.2% | 73.5%-5.3pp | 77.1%-8.8pp | 69.6%-1.4pp |
| Annual return | 21.53% | 19.37%+2.2pp | 91.64%-70.1pp | 31.71%-10.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,649 | $3,440+6.1% | $4,167-12.4% | $3,741-2.4% |
| Admin fee / account holder | $4,635 | $5,622-17.5% | $6,797-31.8% | $5,306-12.6% |