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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 | $110,337-39.2% | $102,383-34.5% | $145,877-54.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 12.59% | 24.83%-12.2pp | 24.94%-12.3pp | 551.28%-538.7pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,734 | $5,621+37.6% | $5,060+52.9% | $6,691+15.6% |
| Admin fee / account holder | $444 | $9,750-95.4% | $8,391-94.7% | $13,402-96.7% |