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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 | $74,538 | $43,344+72.0% | $59,899+24.4% | $64,173+16.2% |
| Participation rate | 37.7% | 69.2%-31.5pp | 74.7%-37.0pp | 69.6%-31.9pp |
| Annual return | 16.89% | -1.55%+18.4pp | 3.46%+13.4pp | 7.63%+9.3pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,832 | $2,547-28.1% | $3,402-46.2% | $3,470-47.2% |
| Admin fee / account holder | $11,354 | $3,008+277.4% | $3,592+216.1% | $4,887+132.3% |