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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 | $52,364 | $78,197-33.0% | $98,090-46.6% | $82,637-36.6% |
| Participation rate | 62.3% | 77.5%-15.2pp | 81.5%-19.3pp | 68.1%-5.8pp |
| Annual return | 19.97% | 40.25%-20.3pp | 37.05%-17.1pp | 53.51%-33.5pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,991 | $6,636+50.6% | $7,845+27.4% | $4,126+142.1% |
| Admin fee / account holder | $1,342 | $14,832-91.0% | $11,815-88.6% | $7,339-81.7% |