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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 | $57,266 | $46,599+22.9% | $64,101-10.7% | $75,173-23.8% |
| Participation rate | 64.0% | 65.9%-2.0pp | 72.3%-8.4pp | 67.2%-3.3pp |
| Annual return | 14.33% | 26.06%-11.7pp | 33.72%-19.4pp | 160.72%-146.4pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,187 | $2,837+47.6% | $3,881+7.9% | $4,126+1.5% |
| Admin fee / account holder | $1,357 | $2,956-54.1% | $3,070-55.8% | $5,651-76.0% |