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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 | $73,219 | $76,407-4.2% | $150,298-51.3% | $82,448-11.2% |
| Participation rate | 21.6% | 66.4%-44.8pp | 77.8%-56.1pp | 68.1%-46.4pp |
| Annual return | 16.84% | 39.99%-23.1pp | 62.79%-45.9pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,764 | $3,214-14.0% | $5,453-49.3% | $4,139-33.2% |
| Admin fee / account holder | $14,440 | $6,352+127.3% | $14,116+2.3% | $7,234+99.6% |