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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 | $77,574 | $85,024-8.8% | $70,544+10.0% | $139,466-44.4% |
| Participation rate | 44.4% | 73.9%-29.5pp | 68.4%-23.9pp | 80.3%-35.9pp |
| Annual return | 19.73% | 30.39%-10.7pp | 32.79%-13.1pp | 373.66%-353.9pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,447 | $5,891-24.5% | $4,568-2.7% | $6,712-33.7% |
| Admin fee / account holder | $4,577 | $8,928-48.7% | $6,427-28.8% | $11,409-59.9% |