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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 | $83,838 | $71,208+17.7% | $93,681-10.5% | $80,911+3.6% |
| Participation rate | 14.3% | 60.4%-46.1pp | 68.7%-54.4pp | 67.6%-53.4pp |
| Annual return | 10.61% | 11.27%-0.7pp | 133.47%-122.9pp | 35.63%-25.0pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,224 | $4,035-20.1% | $4,415-27.0% | $4,297-25.0% |
| Admin fee / account holder | $8,086 | $6,951+16.3% | $8,290-2.5% | $6,935+16.6% |