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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 | $97,648-16.8% | $121,663-33.2% | $87,485-7.2% |
| Participation rate | 60.5% | 70.5%-9.9pp | 74.5%-14.0pp | 68.9%-8.4pp |
| Annual return | 22.27% | 18.03%+4.2pp | 147.54%-125.3pp | 26.06%-3.8pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,211 | $3,923-18.1% | $4,887-34.3% | $4,274-24.9% |
| Admin fee / account holder | $682 | $11,100-93.9% | $14,289-95.2% | $7,775-91.2% |