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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 | $76,183 | $69,977+8.9% | $108,582-29.8% | $62,881+21.2% |
| Participation rate | 59.0% | 72.9%-13.9pp | 79.6%-20.6pp | 69.3%-10.3pp |
| Annual return | 7.07% | 10.73%-3.7pp | -51.70%+58.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,421 | $3,165-23.5% | $4,311-43.8% | $3,203-24.4% |
| Admin fee / account holder | $1,225 | $5,076-75.9% | $7,645-84.0% | $4,296-71.5% |