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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 | $80,325 | $87,132-7.8% | $105,624-24.0% | $80,959-0.8% |
| Participation rate | 65.4% | 70.4%-5.0pp | 75.3%-9.9pp | 67.7%-2.3pp |
| Annual return | 11.14% | 17.03%-5.9pp | 116.20%-105.1pp | 35.67%-24.5pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,802 | $3,985-54.8% | $5,013-64.1% | $4,300-58.1% |
| Admin fee / account holder | $1,015 | $8,449-88.0% | $10,961-90.7% | $6,925-85.3% |