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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 | $69,232 | $83,485-17.1% | $125,180-44.7% | $72,983-5.1% |
| Participation rate | 55.6% | 73.3%-17.8pp | 79.8%-24.2pp | 69.5%-13.9pp |
| Annual return | 19.18% | 25.78%-6.6pp | 43.79%-24.6pp | 81.01%-61.8pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,565 | $3,586-28.5% | $4,937-48.1% | $3,608-28.9% |
| Admin fee / account holder | $6,672 | $5,518+20.9% | $9,703-31.2% | $5,124+30.2% |