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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 | $106,749-32.7% | $145,433-50.6% | $82,448-12.9% |
| Participation rate | 55.8% | 75.6%-19.8pp | 82.1%-26.3pp | 68.1%-12.3pp |
| Annual return | 16.93% | 27.59%-10.7pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,069 | $6,519-6.9% | $7,897-23.2% | $4,139+46.6% |
| Admin fee / account holder | $10,485 | $8,390+25.0% | $13,129-20.1% | $7,234+44.9% |