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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 | $47,819 | $65,364-26.8% | $92,909-48.5% | $72,975-34.5% |
| Participation rate | 62.2% | 68.3%-6.1pp | 76.0%-13.8pp | 69.5%-7.3pp |
| Annual return | 17.89% | 42.11%-24.2pp | 109.44%-91.6pp | 81.01%-63.1pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,098 | $3,128+31.0% | $4,238-3.3% | $3,608+13.6% |
| Admin fee / account holder | $879 | $4,251-79.3% | $5,795-84.8% | $5,124-82.8% |