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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 | $73,388 | $99,875-26.5% | $146,866-50.0% | $86,983-15.6% |
| Participation rate | 15.1% | 75.8%-60.7pp | 82.5%-67.4pp | 69.5%-54.4pp |
| Annual return | 17.80% | 28.10%-10.3pp | 102.85%-85.1pp | 25.83%-8.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,571 | $6,322-43.5% | $7,759-54.0% | $4,194-14.8% |
| Admin fee / account holder | $8,573 | $7,838+9.4% | $13,620-37.1% | $7,856+9.1% |