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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 | $63,274 | $93,617-32.4% | $135,982-53.5% | $75,177-15.8% |
| Participation rate | 40.8% | 75.2%-34.4pp | 81.9%-41.1pp | 67.2%-26.4pp |
| Annual return | 15.28% | 30.89%-15.6pp | 68.32%-53.0pp | 160.75%-145.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,776 | $6,406-56.7% | $7,760-64.2% | $4,126-32.7% |
| Admin fee / account holder | $4,765 | $6,980-31.7% | $10,767-55.7% | $5,651-15.7% |