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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 | $74,326 | $83,485-11.0% | $125,195-40.6% | $72,976+1.8% |
| Participation rate | 44.4% | 73.3%-28.9pp | 79.8%-35.3pp | 69.5%-25.0pp |
| Annual return | 19.12% | 25.77%-6.6pp | 43.79%-24.7pp | 81.02%-61.9pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,666 | $3,586-25.6% | $4,937-46.0% | $3,608-26.1% |
| Admin fee / account holder | $4,776 | $5,518-13.5% | $9,704-50.8% | $5,124-6.8% |