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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 | $67,073 | $110,410-39.3% | $102,437-34.5% | $145,897-54.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 12.59% | 24.85%-12.3pp | 24.95%-12.4pp | 552.29%-539.7pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,734 | $5,622+37.6% | $5,060+52.8% | $6,689+15.6% |
| Admin fee / account holder | $444 | $9,745-95.4% | $8,388-94.7% | $13,390-96.7% |