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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 | $96,456 | $69,977+37.8% | $108,582-11.2% | $62,881+53.4% |
| Participation rate | 65.5% | 72.9%-7.4pp | 79.6%-14.1pp | 69.3%-3.8pp |
| Annual return | 6.09% | 10.73%-4.6pp | -51.70%+57.8pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,609 | $3,165+14.0% | $4,311-16.3% | $3,203+12.7% |
| Admin fee / account holder | $14,037 | $5,076+176.5% | $7,645+83.6% | $4,296+226.8% |