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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 | $63,523 | $106,749-40.5% | $145,433-56.3% | $82,448-23.0% |
| Participation rate | 51.0% | 75.6%-24.6pp | 82.1%-31.1pp | 68.1%-17.0pp |
| Annual return | 14.66% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,090 | $6,519+8.8% | $7,897-10.2% | $4,139+71.3% |
| Admin fee / account holder | $10,838 | $8,390+29.2% | $13,129-17.4% | $7,234+49.8% |