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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 | $74,732 | $69,977+6.8% | $108,582-31.2% | $62,881+18.8% |
| Participation rate | 50.0% | 72.9%-22.9pp | 79.6%-29.6pp | 69.3%-19.3pp |
| Annual return | 5.08% | 10.73%-5.6pp | -51.70%+56.8pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,633 | $3,165+46.4% | $4,311+7.5% | $3,203+44.6% |
| Admin fee / account holder | $7,983 | $5,076+57.2% | $7,645+4.4% | $4,296+85.8% |