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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 | $67,553 | $91,424-26.1% | $135,942-50.3% | $71,495-5.5% |
| Participation rate | 47.5% | 75.7%-28.2pp | 81.9%-34.4pp | 67.9%-20.4pp |
| Annual return | 20.19% | 29.90%-9.7pp | 68.28%-48.1pp | 28.85%-8.7pp |
| Employer contribution / active EE | $0 | $3,704-100.0% | $4,858-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $6,926 | $7,092-2.3% | $7,759-10.7% | $4,291+61.4% |
| Admin fee / account holder | $2,241 | $1,266+77.0% | $10,764-79.2% | $1,588+41.2% |