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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 | $70,248 | $55,713+26.1% | $75,901-7.4% | $72,975-3.7% |
| Participation rate | 54.5% | 61.1%-6.6pp | 69.3%-14.7pp | 69.5%-14.9pp |
| Annual return | 18.78% | 27.60%-8.8pp | 30.76%-12.0pp | 81.01%-62.2pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,230 | $2,634+22.6% | $3,603-10.4% | $3,608-10.5% |
| Admin fee / account holder | $2,526 | $3,980-36.5% | $5,420-53.4% | $5,124-50.7% |