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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 | $65,082 | $65,364-0.4% | $92,909-30.0% | $72,975-10.8% |
| Participation rate | 38.1% | 68.3%-30.2pp | 76.0%-37.9pp | 69.5%-31.4pp |
| Annual return | 17.29% | 42.11%-24.8pp | 109.44%-92.2pp | 81.01%-63.7pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,245 | $3,128-28.2% | $4,238-47.0% | $3,608-37.8% |
| Admin fee / account holder | $16,186 | $4,251+280.7% | $5,795+179.3% | $5,124+215.9% |