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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 | $66,466 | $76,407-13.0% | $150,298-55.8% | $82,448-19.4% |
| Participation rate | 59.2% | 66.4%-7.2pp | 77.8%-18.6pp | 68.1%-8.9pp |
| Annual return | 14.85% | 39.99%-25.1pp | 62.79%-47.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,121 | $3,214+59.3% | $5,453-6.1% | $4,139+23.7% |
| Admin fee / account holder | $1,091 | $6,352-82.8% | $14,116-92.3% | $7,234-84.9% |