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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 | $84,759 | $82,028+3.3% | $123,105-31.1% | $59,633+42.1% |
| Participation rate | 68.8% | 83.2%-14.5pp | 86.8%-18.0pp | 68.7%+0.1pp |
| Annual return | 8.14% | 5.12%+3.0pp | 13.22%-5.1pp | 2041.45%-2033.3pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,940 | $4,667-15.6% | $6,229-36.8% | $3,192+23.4% |
| Admin fee / account holder | $8,197 | $5,879+39.4% | $9,014-9.1% | $4,297+90.8% |