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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 | $73,590 | $35,183+109.2% | $73,550+0.1% | $70,126+4.9% |
| Participation rate | 46.3% | 42.9%+3.4pp | 54.9%-8.6pp | 69.5%-23.2pp |
| Annual return | 14.47% | 26.90%-12.4pp | -15.16%+29.6pp | 73.15%-58.7pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,515 | $1,220+24.2% | $1,804-16.0% | $3,332-54.5% |
| Admin fee / account holder | $5,092 | $2,302+121.2% | $2,320+119.5% | $4,645+9.6% |