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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 | $32,028 | $48,364-33.8% | $71,796-55.4% | $62,881-49.1% |
| Participation rate | 68.2% | 60.6%+7.6pp | 69.1%-0.9pp | 69.3%-1.1pp |
| Annual return | 11.59% | 13.16%-1.6pp | 78.04%-66.4pp | 20.14%-8.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,908 | $2,091-8.8% | $2,794-31.7% | $3,203-40.4% |
| Admin fee / account holder | $567 | $3,771-85.0% | $4,815-88.2% | $4,296-86.8% |