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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 | $71,385 | $75,058-4.9% | $152,301-53.1% | $64,340+11.0% |
| Participation rate | 29.6% | 60.9%-31.3pp | 82.4%-52.9pp | 55.2%-25.7pp |
| Annual return | 15.45% | 29.93%-14.5pp | 80.50%-65.1pp | 24.14%-8.7pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,536 | $5,041-29.9% | $8,004-55.8% | $2,980+18.6% |
| Admin fee / account holder | $2,214 | $4,050-45.3% | $14,398-84.6% | $3,703-40.2% |