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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 | $56,515 | $88,672-36.3% | $105,223-46.3% | $82,448-31.5% |
| Participation rate | 57.7% | 67.9%-10.2pp | 75.0%-17.4pp | 68.1%-10.4pp |
| Annual return | 17.24% | 30.86%-13.6pp | 180.65%-163.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,431 | $4,036-39.8% | $5,072-52.1% | $4,139-41.3% |
| Admin fee / account holder | $842 | $7,146-88.2% | $8,859-90.5% | $7,234-88.4% |