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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 | $59,812 | $54,541+9.7% | $78,778-24.1% | $70,126-14.7% |
| Participation rate | 56.9% | 60.8%-3.9pp | 69.2%-12.3pp | 69.5%-12.6pp |
| Annual return | 14.23% | 21.07%-6.8pp | 35.62%-21.4pp | 73.15%-58.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,935 | $2,210+32.8% | $2,958-0.8% | $3,332-11.9% |
| Admin fee / account holder | $932 | $3,709-74.9% | $5,134-81.9% | $4,645-79.9% |