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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 | $70,131 | $54,541+28.6% | $78,778-11.0% | $70,1260% |
| Participation rate | 32.4% | 60.8%-28.4pp | 69.2%-36.8pp | 69.5%-37.1pp |
| Annual return | 12.23% | 21.07%-8.8pp | 35.62%-23.4pp | 73.15%-60.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,307 | $2,210+49.6% | $2,958+11.8% | $3,332-0.8% |
| Admin fee / account holder | $9,640 | $3,709+159.9% | $5,134+87.8% | $4,645+107.5% |