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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 | $73,132 | $35,183+107.9% | $73,550-0.6% | $70,126+4.3% |
| Participation rate | 31.8% | 42.9%-11.2pp | 54.9%-23.2pp | 69.5%-37.8pp |
| Annual return | 17.69% | 26.90%-9.2pp | -15.16%+32.8pp | 73.15%-55.5pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,577 | $1,220+111.2% | $1,804+42.8% | $3,332-22.7% |
| Admin fee / account holder | $3,577 | $2,302+55.4% | $2,320+54.2% | $4,645-23.0% |