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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 | $66,425 | $71,215-6.7% | $93,696-29.1% | $80,935-17.9% |
| Participation rate | 42.5% | 60.4%-17.9pp | 68.7%-26.2pp | 67.7%-25.2pp |
| Annual return | 14.18% | 11.27%+2.9pp | 133.74%-119.6pp | 35.66%-21.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,018 | $4,037-0.5% | $4,417-9.0% | $4,299-6.5% |
| Admin fee / account holder | $2,552 | $6,958-63.3% | $8,287-69.2% | $6,924-63.1% |