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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 | $73,662 | $72,027+2.3% | $185,835-60.4% | $79,852-7.8% |
| Participation rate | 48.7% | 65.8%-17.1pp | 78.0%-29.3pp | 69.6%-20.9pp |
| Annual return | 28.92% | 23.13%+5.8pp | 35.96%-7.0pp | 31.72%-2.8pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,352 | $3,780+68.1% | $5,633+12.8% | $3,740+69.8% |
| Admin fee / account holder | $4,405 | $4,513-2.4% | $9,502-53.6% | $5,306-17.0% |