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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 | $68,427 | $123,793-44.7% | $177,848-61.5% | $79,856-14.3% |
| Participation rate | 46.4% | 84.7%-38.2pp | 87.7%-41.3pp | 69.6%-23.2pp |
| Annual return | 17.12% | 22.82%-5.7pp | 48.33%-31.2pp | 31.71%-14.6pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,787 | $5,956-19.6% | $7,714-37.9% | $3,741+28.0% |
| Admin fee / account holder | $512 | $7,243-92.9% | $12,431-95.9% | $5,306-90.3% |