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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 | $64,458 | $62,672+2.8% | $185,117-65.2% | $70,126-8.1% |
| Participation rate | 46.3% | 63.8%-17.4pp | 77.3%-30.9pp | 69.5%-23.2pp |
| Annual return | 16.77% | 40.79%-24.0pp | 40.50%-23.7pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,625 | $3,272-50.3% | $5,045-67.8% | $3,332-51.2% |
| Admin fee / account holder | $3,792 | $3,932-3.5% | $8,159-53.5% | $4,645-18.4% |