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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 | $48,748 | $54,541-10.6% | $78,778-38.1% | $70,124-30.5% |
| Participation rate | 55.6% | 60.8%-5.2pp | 69.2%-13.6pp | 69.5%-14.0pp |
| Annual return | 20.94% | 21.07%-0.1pp | 35.62%-14.7pp | 73.14%-52.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,425 | $2,210-35.5% | $2,958-51.8% | $3,332-57.2% |
| Admin fee / account holder | $4,641 | $3,709+25.1% | $5,134-9.6% | $4,645-0.1% |