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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 | $64,966 | $106,524-39.0% | $152,301-57.3% | $87,485-25.7% |
| Participation rate | 59.0% | 75.8%-16.8pp | 82.4%-23.5pp | 68.9%-10.0pp |
| Annual return | 14.48% | 26.89%-12.4pp | 80.50%-66.0pp | 26.06%-11.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,583 | $6,525+16.2% | $8,004-5.3% | $4,274+77.4% |
| Admin fee / account holder | $1,014 | $8,287-87.8% | $14,398-93.0% | $7,775-87.0% |