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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 | $72,426 | $81,504-11.1% | $102,437-29.3% | $80,959-10.5% |
| Participation rate | 59.5% | 66.9%-7.4pp | 74.5%-15.0pp | 67.7%-8.2pp |
| Annual return | 13.32% | 25.60%-12.3pp | 24.95%-11.6pp | 35.67%-22.3pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,840 | $3,871+25.0% | $5,060-4.3% | $4,300+12.6% |
| Admin fee / account holder | $2,136 | $6,719-68.2% | $8,388-74.5% | $6,925-69.2% |