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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 | $74,810 | $75,541-1.0% | $152,093-50.8% | $82,637-9.5% |
| Participation rate | 23.3% | 66.5%-43.3pp | 77.8%-54.5pp | 68.1%-44.8pp |
| Annual return | 14.35% | 32.56%-18.2pp | 66.36%-52.0pp | 53.51%-39.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,779 | $3,206-44.5% | $5,451-67.4% | $4,126-56.9% |
| Admin fee / account holder | $9,991 | $6,405+56.0% | $14,497-31.1% | $7,339+36.1% |