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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 | $82,154 | $69,977+17.4% | $108,582-24.3% | $62,881+30.6% |
| Participation rate | 37.3% | 72.9%-35.5pp | 79.6%-42.2pp | 69.3%-32.0pp |
| Annual return | 10.94% | 10.73%+0.2pp | -51.70%+62.6pp | 20.14%-9.2pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,611 | $3,165+14.1% | $4,311-16.2% | $3,203+12.7% |
| Admin fee / account holder | $2,900 | $5,076-42.9% | $7,645-62.1% | $4,296-32.5% |