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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 | $67,771 | $72,486-6.5% | $87,103-22.2% | $72,976-7.1% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 29.41% | 24.46%+5.0pp | 28.19%+1.2pp | 81.02%-51.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,769 | $3,270-15.3% | $4,049-31.6% | $3,608-23.3% |
| Admin fee / account holder | $1,669 | $5,055-67.0% | $7,491-77.7% | $5,124-67.4% |