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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 | $76,220 | $75,541+0.9% | $152,093-49.9% | $82,637-7.8% |
| Participation rate | 15.9% | 66.5%-50.6pp | 77.8%-61.8pp | 68.1%-52.1pp |
| Annual return | 17.28% | 32.56%-15.3pp | 66.36%-49.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,055 | $3,206-67.1% | $5,451-80.6% | $4,126-74.4% |
| Admin fee / account holder | $501 | $6,405-92.2% | $14,497-96.5% | $7,339-93.2% |