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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 | $70,347 | $69,977+0.5% | $108,582-35.2% | $62,881+11.9% |
| Participation rate | 56.5% | 72.9%-16.4pp | 79.6%-23.1pp | 69.3%-12.9pp |
| Annual return | 7.79% | 10.73%-2.9pp | -51.70%+59.5pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,555 | $3,165-19.3% | $4,311-40.7% | $3,203-20.2% |
| Admin fee / account holder | $373 | $5,076-92.7% | $7,645-95.1% | $4,296-91.3% |