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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 | $68,143 | $45,087+51.1% | $69,483-1.9% | $72,976-6.6% |
| Participation rate | 34.7% | 68.5%-33.8pp | 74.6%-39.9pp | 69.5%-34.8pp |
| Annual return | 22.00% | 22.67%-0.7pp | 28.99%-7.0pp | 81.02%-59.0pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,454 | $2,603-5.7% | $3,537-30.6% | $3,608-32.0% |
| Admin fee / account holder | $18,124 | $3,057+492.9% | $3,841+371.9% | $5,124+253.7% |