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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 | $70,968 | $74,535-4.8% | $100,712-29.5% | $82,637-14.1% |
| Participation rate | 33.3% | 61.2%-27.8pp | 69.3%-35.9pp | 68.1%-34.7pp |
| Annual return | 13.47% | 18.92%-5.5pp | 33.27%-19.8pp | 53.51%-40.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,741 | $3,074-10.8% | $4,085-32.9% | $4,126-33.6% |
| Admin fee / account holder | $2,075 | $6,576-68.4% | $9,256-77.6% | $7,339-71.7% |