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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 | $79,303 | $71,215+11.4% | $93,696-15.4% | $80,935-2.0% |
| Participation rate | 46.2% | 60.4%-14.2pp | 68.7%-22.6pp | 67.7%-21.5pp |
| Annual return | 19.49% | 11.27%+8.2pp | 133.74%-114.2pp | 35.66%-16.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,446 | $4,037-14.6% | $4,417-22.0% | $4,299-19.9% |
| Admin fee / account holder | $4,357 | $6,958-37.4% | $8,287-47.4% | $6,924-37.1% |