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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 | $70,567 | $125,797-43.9% | $170,028-58.5% | $75,181-6.1% |
| Participation rate | 58.6% | 83.6%-25.0pp | 87.0%-28.4pp | 67.2%-8.6pp |
| Annual return | 24.86% | 27.20%-2.3pp | 53.39%-28.5pp | 160.69%-135.8pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,788-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,710 | $6,838+56.6% | $10,409+2.9% | $4,126+159.6% |
| Admin fee / account holder | $6,395 | $8,177-21.8% | $12,820-50.1% | $5,650+13.2% |