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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 | $66,947 | $106,524-37.2% | $152,301-56.0% | $87,485-23.5% |
| Participation rate | 34.8% | 75.8%-41.0pp | 82.4%-47.7pp | 68.9%-34.1pp |
| Annual return | 16.10% | 26.89%-10.8pp | 80.50%-64.4pp | 26.06%-10.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,850 | $6,525-56.3% | $8,004-64.4% | $4,274-33.3% |
| Admin fee / account holder | $6,877 | $8,287-17.0% | $14,398-52.2% | $7,775-11.6% |