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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 | $57,384 | $52,580+9.1% | $71,671-19.9% | $70,126-18.2% |
| Participation rate | 60.0% | 60.9%-0.9pp | 68.7%-8.7pp | 69.5%-9.5pp |
| Annual return | 14.91% | 20.25%-5.3pp | 20.65%-5.7pp | 73.15%-58.2pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,034 | $2,386+27.1% | $3,438-11.8% | $3,332-8.9% |
| Admin fee / account holder | $308 | $3,653-91.6% | $5,558-94.5% | $4,645-93.4% |