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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 | $67,486 | $35,183+91.8% | $73,550-8.2% | $70,126-3.8% |
| Participation rate | 38.8% | 42.9%-4.2pp | 54.9%-16.2pp | 69.5%-30.8pp |
| Annual return | 15.88% | 26.90%-11.0pp | -15.16%+31.0pp | 73.15%-57.3pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,646 | $1,220+198.9% | $1,804+102.1% | $3,332+9.4% |
| Admin fee / account holder | $14,760 | $2,302+541.1% | $2,320+536.3% | $4,645+217.7% |