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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 | $77,482 | $72,486+6.9% | $87,103-11.0% | $72,976+6.2% |
| Participation rate | 47.8% | 72.8%-25.0pp | 76.9%-29.0pp | 69.5%-21.7pp |
| Annual return | 16.88% | 24.46%-7.6pp | 28.19%-11.3pp | 81.02%-64.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,728 | $3,270-47.2% | $4,049-57.3% | $3,608-52.1% |
| Admin fee / account holder | $14,423 | $5,055+185.3% | $7,491+92.5% | $5,124+181.5% |