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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 | $50,918 | $69,977-27.2% | $108,582-53.1% | $62,881-19.0% |
| Participation rate | 56.0% | 72.9%-16.9pp | 79.6%-23.6pp | 69.3%-13.3pp |
| Annual return | 8.82% | 10.73%-1.9pp | -51.70%+60.5pp | 20.14%-11.3pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,569 | $3,165+12.8% | $4,311-17.2% | $3,203+11.4% |
| Admin fee / account holder | $7,470 | $5,076+47.1% | $7,645-2.3% | $4,296+73.9% |