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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 | $72,905 | $114,712-36.4% | $173,730-58.0% | $87,485-16.7% |
| Participation rate | 52.3% | 73.0%-20.7pp | 79.6%-27.3pp | 68.9%-16.7pp |
| Annual return | 15.30% | 20.18%-4.9pp | 19.96%-4.7pp | 26.06%-10.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,598 | $4,642-22.5% | $6,326-43.1% | $4,274-15.8% |
| Admin fee / account holder | $1,207 | $10,210-88.2% | $17,523-93.1% | $7,775-84.5% |