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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 | $62,096 | $69,977-11.3% | $108,582-42.8% | $62,881-1.2% |
| Participation rate | 54.8% | 72.9%-18.1pp | 79.6%-24.8pp | 69.3%-14.5pp |
| Annual return | 5.21% | 10.73%-5.5pp | -51.70%+56.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,529 | $3,165-20.1% | $4,311-41.3% | $3,203-21.0% |
| Admin fee / account holder | $669 | $5,076-86.8% | $7,645-91.2% | $4,296-84.4% |