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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 | $68,280 | $83,485-18.2% | $125,195-45.5% | $72,976-6.4% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.5%-9.5pp |
| Annual return | 23.01% | 25.77%-2.8pp | 43.79%-20.8pp | 81.02%-58.0pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,709 | $3,586-24.5% | $4,937-45.1% | $3,608-24.9% |
| Admin fee / account holder | $9,694 | $5,518+75.7% | $9,704-0.1% | $5,124+89.2% |