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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 | $79,122 | $87,878-10.0% | $97,411-18.8% | $82,637-4.3% |
| Participation rate | 35.3% | 75.6%-40.3pp | 80.4%-45.1pp | 68.1%-32.8pp |
| Annual return | 17.16% | 54.63%-37.5pp | 34.72%-17.6pp | 53.51%-36.3pp |
| Employer contribution / active EE | $0 | $3,800-100.0% | $4,210-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,015 | $5,525-45.4% | $5,886-48.8% | $4,126-26.9% |
| Admin fee / account holder | $4,209 | $6,743-37.6% | $7,145-41.1% | $7,339-42.6% |