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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 | $100,147-19.4% | $81,286-0.7% | $145,877-44.7% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.5%-2.9pp | 80.3%-13.6pp |
| Annual return | 10.04% | 34.44%-24.4pp | 24.80%-14.8pp | 551.28%-541.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,795 | $4,607-39.3% | $3,883-28.0% | $6,691-58.2% |
| Admin fee / account holder | $6,345 | $8,201-22.6% | $5,764+10.1% | $13,402-52.7% |