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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 | $66,996 | $70,430-4.9% | $96,572-30.6% | $85,851-22.0% |
| Participation rate | 61.5% | 61.8%-0.3pp | 69.8%-8.3pp | 69.3%-7.8pp |
| Annual return | 20.31% | 18.58%+1.7pp | 37.79%-17.5pp | 318.63%-298.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,394 | $2,894+17.3% | $3,850-11.8% | $3,952-14.1% |
| Admin fee / account holder | $1,076 | $4,996-78.5% | $6,183-82.6% | $6,261-82.8% |