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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 | $76,642-6.9% | $146,866-51.4% | $65,306+9.3% |
| Participation rate | 29.6% | 61.2%-31.7pp | 82.5%-52.9pp | 57.7%-28.1pp |
| Annual return | 15.45% | 33.40%-17.9pp | 102.85%-87.4pp | 21.94%-6.5pp |
| Employer contribution / active EE | $0 | $2,621-100.0% | $4,425-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $3,536 | $4,864-27.3% | $7,759-54.4% | $2,959+19.5% |
| Admin fee / account holder | $2,214 | $3,960-44.1% | $13,620-83.7% | $3,480-36.4% |