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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 | $70,523 | $94,031-25.0% | $115,768-39.1% | $82,448-14.5% |
| Participation rate | 20.9% | 70.4%-49.5pp | 74.4%-53.5pp | 68.1%-47.1pp |
| Annual return | 17.87% | 20.61%-2.7pp | 100.46%-82.6pp | 41.64%-23.8pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,066 | $3,972-48.0% | $4,917-58.0% | $4,139-50.1% |
| Admin fee / account holder | $799 | $10,249-92.2% | $12,439-93.6% | $7,234-89.0% |