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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 | $94,631 | $72,486+30.6% | $87,103+8.6% | $72,976+29.7% |
| Participation rate | 68.1% | 72.8%-4.7pp | 76.9%-8.8pp | 69.5%-1.4pp |
| Annual return | 16.66% | 24.46%-7.8pp | 28.19%-11.5pp | 81.02%-64.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,416 | $3,270-26.1% | $4,049-40.3% | $3,608-33.0% |
| Admin fee / account holder | $15,149 | $5,055+199.7% | $7,491+102.2% | $5,124+195.6% |