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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 | $75,904 | $88,583-14.3% | $88,497-14.2% | $273,972-72.3% |
| Participation rate | 61.5% | 83.5%-21.9pp | 82.4%-20.9pp | 83.0%-21.5pp |
| Annual return | 16.84% | 5.68%+11.2pp | 7.63%+9.2pp | 41.46%-24.6pp |
| Employer contribution / active EE | $0 | $4,502-100.0% | $4,036-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,374 | $4,891-31.0% | $4,899-31.1% | $5,287-36.2% |
| Admin fee / account holder | $1,906 | $8,980-78.8% | $6,220-69.4% | $10,133-81.2% |