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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 | $72,428 | $100,901-28.2% | $75,501-4.1% | $147,586-50.9% |
| Participation rate | 64.3% | 77.1%-12.8pp | 72.4%-8.1pp | 82.8%-18.5pp |
| Annual return | 21.49% | 35.78%-14.3pp | 27.35%-5.9pp | 578.59%-557.1pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,740 | $4,027-32.0% | $3,142-12.8% | $5,439-49.6% |
| Admin fee / account holder | $10,741 | $11,285-4.8% | $5,801+85.2% | $10,886-1.3% |