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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 | $66,335 | $143,969-53.9% | $199,883-66.8% | $82,637-19.7% |
| Participation rate | 55.2% | 84.1%-29.0pp | 86.8%-31.6pp | 68.1%-12.9pp |
| Annual return | 15.92% | 25.67%-9.8pp | 43.81%-27.9pp | 53.51%-37.6pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,298 | $6,937+34.0% | $9,138+1.7% | $4,126+125.4% |
| Admin fee / account holder | $1,959 | $14,597-86.6% | $17,268-88.7% | $7,339-73.3% |