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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 | $70,535 | $58,493+20.6% | $84,021-16.1% | $72,975-3.3% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 17.35% | 28.93%-11.6pp | 71.32%-54.0pp | 81.01%-63.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,668 | $2,394+95.0% | $3,239+44.1% | $3,608+29.4% |
| Admin fee / account holder | $2,620 | $4,569-42.7% | $6,102-57.1% | $5,124-48.9% |