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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 | $80,690 | $100,262-19.5% | $81,370-0.8% | $145,897-44.7% |
| Participation rate | 66.7% | 74.3%-7.6pp | 69.5%-2.9pp | 80.3%-13.6pp |
| Annual return | 10.04% | 34.52%-24.5pp | 24.85%-14.8pp | 552.29%-542.3pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,795 | $4,612-39.4% | $3,885-28.1% | $6,689-58.2% |
| Admin fee / account holder | $6,345 | $8,163-22.3% | $5,749+10.4% | $13,390-52.6% |