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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 | $81,641 | $65,027+25.5% | $90,970-10.3% | $79,852+2.2% |
| Participation rate | 40.0% | 61.6%-21.6pp | 69.0%-29.0pp | 69.6%-29.6pp |
| Annual return | 22.11% | 30.45%-8.3pp | 134.58%-112.5pp | 31.72%-9.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,726 | $2,512-31.3% | $3,373-48.8% | $3,740-53.9% |
| Admin fee / account holder | $7,090 | $4,535+56.3% | $5,960+19.0% | $5,306+33.6% |