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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 | $70,326 | $99,875-29.6% | $146,866-52.1% | $86,983-19.1% |
| Participation rate | 36.0% | 75.8%-39.8pp | 82.5%-46.5pp | 69.5%-33.5pp |
| Annual return | 13.81% | 28.10%-14.3pp | 102.85%-89.0pp | 25.83%-12.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,514 | $6,322-12.8% | $7,759-28.9% | $4,194+31.5% |
| Admin fee / account holder | $8,146 | $7,838+3.9% | $13,620-40.2% | $7,856+3.7% |