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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 | $78,150 | $83,485-6.4% | $125,192-37.6% | $72,975+7.1% |
| Participation rate | 51.9% | 73.3%-21.4pp | 79.8%-27.9pp | 69.5%-17.6pp |
| Annual return | 20.50% | 25.77%-5.3pp | 43.79%-23.3pp | 81.01%-60.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,513 | $3,586-29.9% | $4,937-49.1% | $3,608-30.3% |
| Admin fee / account holder | $1,106 | $5,518-80.0% | $9,704-88.6% | $5,124-78.4% |