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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 | $76,821 | $65,027+18.1% | $90,970-15.6% | $79,852-3.8% |
| Participation rate | 57.1% | 61.6%-4.5pp | 69.0%-11.9pp | 69.6%-12.5pp |
| Annual return | 15.62% | 30.45%-14.8pp | 134.58%-119.0pp | 31.72%-16.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,950 | $2,512+17.4% | $3,373-12.6% | $3,740-21.1% |
| Admin fee / account holder | $8,310 | $4,535+83.2% | $5,960+39.4% | $5,306+56.6% |