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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 | $69,320 | $45,050+53.9% | $63,018+10.0% | $70,126-1.1% |
| Participation rate | 43.3% | 69.5%-26.2pp | 74.8%-31.5pp | 69.5%-26.2pp |
| Annual return | 14.24% | 18.76%-4.5pp | 87.62%-73.4pp | 73.15%-58.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,280 | $2,466-7.5% | $3,330-31.5% | $3,332-31.6% |
| Admin fee / account holder | $2,019 | $2,834-28.8% | $3,601-43.9% | $4,645-56.5% |