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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 | $143,969-53.1% | $199,883-66.2% | $82,637-18.3% |
| Participation rate | 61.0% | 84.1%-23.2pp | 86.8%-25.8pp | 68.1%-7.1pp |
| Annual return | 18.35% | 25.67%-7.3pp | 43.81%-25.5pp | 53.51%-35.2pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,558 | $6,937-19.9% | $9,138-39.2% | $4,126+34.7% |
| Admin fee / account holder | $1,267 | $14,597-91.3% | $17,268-92.7% | $7,339-82.7% |