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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 | $87,310 | $71,057+22.9% | $93,654-6.8% | $80,874+8.0% |
| Participation rate | 53.3% | 60.4%-7.1pp | 68.7%-15.4pp | 67.6%-14.3pp |
| Annual return | 14.17% | 11.26%+2.9pp | 133.34%-119.2pp | 35.62%-21.4pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,476 | $4,034+134.9% | $4,413+114.7% | $4,297+120.5% |
| Admin fee / account holder | $2,207 | $6,944-68.2% | $8,282-73.4% | $6,935-68.2% |