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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 | $70,935 | $93,598-24.2% | $135,974-47.8% | $75,173-5.6% |
| Participation rate | 67.1% | 75.2%-8.1pp | 81.9%-14.8pp | 67.2%-0.1pp |
| Annual return | 19.92% | 30.89%-11.0pp | 68.30%-48.4pp | 160.72%-140.8pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,520 | $6,405+1.8% | $7,760-16.0% | $4,126+58.0% |
| Admin fee / account holder | $4,228 | $6,978-39.4% | $10,767-60.7% | $5,651-25.2% |