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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 | $67,553 | $75,058-10.0% | $152,301-55.6% | $64,340+5.0% |
| Participation rate | 34.2% | 60.9%-26.7pp | 82.4%-48.3pp | 55.2%-21.1pp |
| Annual return | 14.74% | 29.93%-15.2pp | 80.50%-65.8pp | 24.14%-9.4pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $6,236 | $5,041+23.7% | $8,004-22.1% | $2,980+109.2% |
| Admin fee / account holder | $6,903 | $4,050+70.4% | $14,398-52.1% | $3,703+86.4% |