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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 | $80,550 | $85,060-5.3% | $70,565+14.1% | $139,487-42.3% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.4%-1.7pp | 80.3%-13.7pp |
| Annual return | 15.48% | 30.39%-14.9pp | 32.79%-17.3pp | 373.84%-358.4pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,172 | $5,891-80.1% | $4,568-74.3% | $6,713-82.5% |
| Admin fee / account holder | $1,726 | $8,932-80.7% | $6,430-73.2% | $11,407-84.9% |