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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 | $73,820 | $46,689+58.1% | $117,498-37.2% | $68,495+7.8% |
| Participation rate | 28.2% | 56.8%-28.6pp | 70.6%-42.4pp | 67.9%-39.7pp |
| Annual return | 2.17% | -14.52%+16.7pp | 29.75%-27.6pp | -7.84%+10.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,178-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,768 | $2,637-33.0% | $4,071-56.6% | $4,028-56.1% |
| Admin fee / account holder | $1,603 | $4,021-60.1% | $5,646-71.6% | $5,403-70.3% |