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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 | $72,153 | $106,524-32.3% | $152,301-52.6% | $87,485-17.5% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.4%-20.4pp | 68.9%-6.9pp |
| Annual return | 21.92% | 26.89%-5.0pp | 80.50%-58.6pp | 26.06%-4.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,388 | $6,525+28.6% | $8,004+4.8% | $4,274+96.3% |
| Admin fee / account holder | $4,145 | $8,287-50.0% | $14,398-71.2% | $7,775-46.7% |