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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 | $70,343 | $80,992-13.1% | $96,534-27.1% | $75,173-6.4% |
| Participation rate | 57.1% | 71.8%-14.6pp | 76.0%-18.8pp | 67.2%-10.1pp |
| Annual return | 15.41% | 27.05%-11.6pp | 25.88%-10.5pp | 160.72%-145.3pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,878 | $3,929-52.2% | $4,851-61.3% | $4,126-54.5% |
| Admin fee / account holder | $6,036 | $6,717-10.1% | $8,253-26.9% | $5,651+6.8% |