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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 | $68,257 | $138,386-50.7% | $184,260-63.0% | $80,935-15.7% |
| Participation rate | 48.6% | 83.9%-35.3pp | 86.8%-38.3pp | 67.7%-19.1pp |
| Annual return | 17.99% | 20.02%-2.0pp | 28.84%-10.8pp | 35.66%-17.7pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,897 | $7,076-16.7% | $9,133-35.4% | $4,299+37.2% |
| Admin fee / account holder | $610 | $10,489-94.2% | $13,898-95.6% | $6,924-91.2% |