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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 | $70,299 | $123,793-43.2% | $177,827-60.5% | $79,858-12.0% |
| Participation rate | 64.3% | 84.7%-20.4pp | 87.7%-23.4pp | 69.6%-5.3pp |
| Annual return | 15.26% | 22.82%-7.6pp | 48.32%-33.1pp | 31.72%-16.5pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,459 | $5,956-41.9% | $7,713-55.2% | $3,740-7.5% |
| Admin fee / account holder | $959 | $7,243-86.8% | $12,429-92.3% | $5,306-81.9% |