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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 | $84,907 | $83,019+2.3% | $130,014-34.7% | $71,476+18.8% |
| Participation rate | 42.7% | 74.1%-31.4pp | 78.5%-35.8pp | 67.9%-25.2pp |
| Annual return | 15.88% | 20.60%-4.7pp | -137.22%+153.1pp | 28.85%-13.0pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $4,320-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,174 | $4,434-28.4% | $5,821-45.5% | $4,290-26.0% |
| Admin fee / account holder | $5,081 | $1,728+194.1% | $10,616-52.1% | $1,587+220.1% |