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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 | $77,814-14.6% | $158,223-58.0% | $86,983-23.6% |
| Participation rate | 59.2% | 68.4%-9.2pp | 79.2%-20.0pp | 69.5%-10.4pp |
| Annual return | 14.85% | 30.54%-15.7pp | 52.09%-37.2pp | 25.83%-11.0pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,121 | $3,270+56.6% | $5,467-6.3% | $4,194+22.1% |
| Admin fee / account holder | $1,091 | $5,879-81.4% | $16,047-93.2% | $7,856-86.1% |