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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 | $74,115 | $62,583+18.4% | $76,767-3.5% | $64,173+15.5% |
| Participation rate | 54.1% | 72.8%-18.8pp | 77.0%-22.9pp | 69.6%-15.5pp |
| Annual return | 21.28% | -1.95%+23.2pp | 2.43%+18.9pp | 7.63%+13.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,460 | $3,145-21.8% | $3,852-36.1% | $3,470-29.1% |
| Admin fee / account holder | $7,017 | $4,667+50.4% | $6,675+5.1% | $4,887+43.6% |