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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 | $71,238 | $83,002-14.2% | $98,090-27.4% | $64,097+11.1% |
| Participation rate | 64.2% | 75.0%-10.8pp | 81.5%-17.3pp | 55.2%+9.0pp |
| Annual return | 0.00% | 38.51%-38.5pp | 37.05%-37.0pp | 34.64%-34.6pp |
| Employer contribution / active EE | $0 | $2,749-100.0% | $3,606-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $5,184 | $6,787-23.6% | $7,845-33.9% | $3,080+68.3% |
| Admin fee / account holder | $4,571 | $3,015+51.6% | $11,815-61.3% | $3,454+32.3% |