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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 | $32,637 | $66,275-50.8% | $163,379-80.0% | $64,097-49.1% |
| Participation rate | 58.8% | 54.1%+4.7pp | 76.8%-18.0pp | 55.2%+3.6pp |
| Annual return | 28.33% | 32.72%-4.4pp | 63.41%-35.1pp | 34.64%-6.3pp |
| Employer contribution / active EE | $0 | $1,521-100.0% | $3,752-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $4,742 | $3,126+51.7% | $6,282-24.5% | $3,080+54.0% |
| Admin fee / account holder | $5,005 | $4,569+9.6% | $9,818-49.0% | $3,454+44.9% |