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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 | $68,119 | $69,977-2.7% | $108,582-37.3% | $62,881+8.3% |
| Participation rate | 56.0% | 72.9%-16.9pp | 79.6%-23.6pp | 69.3%-13.3pp |
| Annual return | 6.98% | 10.73%-3.7pp | -51.70%+58.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,231 | $3,165+33.7% | $4,311-1.9% | $3,203+32.1% |
| Admin fee / account holder | $681 | $5,076-86.6% | $7,645-91.1% | $4,296-84.1% |