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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 | $70,449 | $71,215-1.1% | $93,696-24.8% | $80,935-13.0% |
| Participation rate | 20.0% | 60.4%-40.4pp | 68.7%-48.7pp | 67.7%-47.7pp |
| Annual return | 29.96% | 11.27%+18.7pp | 133.74%-103.8pp | 35.66%-5.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,510 | $4,037-13.0% | $4,417-20.5% | $4,299-18.4% |
| Admin fee / account holder | $10,391 | $6,958+49.3% | $8,287+25.4% | $6,924+50.1% |