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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 | $71,231 | $112,729-36.8% | $98,716-27.8% | $137,256-48.1% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.3%-44.3pp | 80.0%-55.0pp |
| Annual return | 12.83% | 38.48%-25.7pp | 31.81%-19.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,216 | $4,640-73.8% | $4,048-70.0% | $6,407-81.0% |
| Admin fee / account holder | $318 | $10,129-96.9% | $8,703-96.4% | $12,270-97.4% |