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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 | $81,214 | $94,031-13.6% | $115,768-29.8% | $82,448-1.5% |
| Participation rate | 60.5% | 70.4%-9.9pp | 74.4%-13.9pp | 68.1%-7.5pp |
| Annual return | 22.27% | 20.61%+1.7pp | 100.46%-78.2pp | 41.64%-19.4pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,211 | $3,972-19.1% | $4,917-34.7% | $4,139-22.4% |
| Admin fee / account holder | $682 | $10,249-93.3% | $12,439-94.5% | $7,234-90.6% |