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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 | $70,280 | $54,541+28.9% | $78,778-10.8% | $70,126+0.2% |
| Participation rate | 39.6% | 60.8%-21.2pp | 69.2%-29.6pp | 69.5%-29.9pp |
| Annual return | 14.54% | 21.07%-6.5pp | 35.62%-21.1pp | 73.15%-58.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,227 | $2,210+46.0% | $2,958+9.1% | $3,332-3.1% |
| Admin fee / account holder | $1,934 | $3,709-47.9% | $5,134-62.3% | $4,645-58.4% |