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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 | $80,437 | $69,977+14.9% | $108,582-25.9% | $62,881+27.9% |
| Participation rate | 61.4% | 72.9%-11.5pp | 79.6%-18.2pp | 69.3%-7.9pp |
| Annual return | 6.22% | 10.73%-4.5pp | -51.70%+57.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,114 | $3,165-33.2% | $4,311-51.0% | $3,203-34.0% |
| Admin fee / account holder | $2,612 | $5,076-48.5% | $7,645-65.8% | $4,296-39.2% |