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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 | $74,737 | $69,977+6.8% | $108,582-31.2% | $62,881+18.9% |
| Participation rate | 39.1% | 72.9%-33.8pp | 79.6%-40.5pp | 69.3%-30.2pp |
| Annual return | 10.24% | 10.73%-0.5pp | -51.70%+61.9pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,061 | $3,165-3.3% | $4,311-29.0% | $3,203-4.4% |
| Admin fee / account holder | $2,027 | $5,076-60.1% | $7,645-73.5% | $4,296-52.8% |