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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 | $75,541-12.0% | $152,093-56.3% | $82,637-19.6% |
| Participation rate | 59.2% | 66.5%-7.4pp | 77.8%-18.6pp | 68.1%-8.9pp |
| Annual return | 14.85% | 32.56%-17.7pp | 66.36%-51.5pp | 53.51%-38.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,121 | $3,206+59.7% | $5,451-6.1% | $4,126+24.1% |
| Admin fee / account holder | $1,091 | $6,405-83.0% | $14,497-92.5% | $7,339-85.1% |