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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 | $74,072 | $113,941-35.0% | $94,229-21.4% | $125,389-40.9% |
| Participation rate | 54.5% | 82.9%-28.3pp | 78.8%-24.2pp | 83.2%-28.6pp |
| Annual return | 0.46% | 5.29%-4.8pp | 10.68%-10.2pp | 282.24%-281.8pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,165 | $5,179-38.9% | $4,320-26.7% | $5,352-40.9% |
| Admin fee / account holder | $2,513 | $8,392-70.1% | $6,269-59.9% | $9,541-73.7% |