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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 | $71,807 | $106,524-32.6% | $152,301-52.9% | $87,485-17.9% |
| Participation rate | 55.8% | 75.8%-19.9pp | 82.4%-26.6pp | 68.9%-13.1pp |
| Annual return | 16.93% | 26.89%-10.0pp | 80.50%-63.6pp | 26.06%-9.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,069 | $6,525-7.0% | $8,004-24.2% | $4,274+42.0% |
| Admin fee / account holder | $10,485 | $8,287+26.5% | $14,398-27.2% | $7,775+34.9% |