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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 | $125,252 | $69,977+79.0% | $108,582+15.4% | $62,881+99.2% |
| Participation rate | 63.3% | 72.9%-9.6pp | 79.6%-16.2pp | 69.3%-6.0pp |
| Annual return | 7.46% | 10.73%-3.3pp | -51.70%+59.2pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,304 | $3,165-27.2% | $4,311-46.6% | $3,203-28.1% |
| Admin fee / account holder | $720 | $5,076-85.8% | $7,645-90.6% | $4,296-83.2% |