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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 | $64,423 | $106,524-39.5% | $152,301-57.7% | $87,485-26.4% |
| Participation rate | 31.1% | 75.8%-44.6pp | 82.4%-51.3pp | 68.9%-37.8pp |
| Annual return | 16.00% | 26.89%-10.9pp | 80.50%-64.5pp | 26.06%-10.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,334 | $6,525-18.2% | $8,004-33.4% | $4,274+24.8% |
| Admin fee / account holder | $8,799 | $8,287+6.2% | $14,398-38.9% | $7,775+13.2% |