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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 | $80,408 | $81,334-1.1% | $113,397-29.1% | $64,097+25.4% |
| Participation rate | 50.0% | 65.6%-15.6pp | 76.5%-26.5pp | 55.2%-5.2pp |
| Annual return | 15.92% | 32.50%-16.6pp | 23.20%-7.3pp | 34.64%-18.7pp |
| Employer contribution / active EE | $0 | $2,077-100.0% | $2,977-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,764 | $3,795-27.2% | $5,076-45.6% | $3,080-10.3% |
| Admin fee / account holder | $7,043 | $4,208+67.4% | $11,957-41.1% | $3,454+103.9% |