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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 | $69,323 | $80,674-14.1% | $119,126-41.8% | $64,340+7.7% |
| Participation rate | 46.5% | 55.2%-8.8pp | 75.8%-29.3pp | 55.2%-8.8pp |
| Annual return | 14.19% | 26.86%-12.7pp | 282.11%-267.9pp | 24.14%-10.0pp |
| Employer contribution / active EE | $0 | $2,564-100.0% | $4,034-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,575 | $3,053+17.1% | $5,318-32.8% | $2,980+20.0% |
| Admin fee / account holder | $4,306 | $4,559-5.6% | $10,693-59.7% | $3,703+16.3% |