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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 | $86,087 | $73,955+16.4% | $96,520-10.8% | $75,181+14.5% |
| Participation rate | 59.6% | 66.4%-6.8pp | 74.3%-14.7pp | 67.2%-7.6pp |
| Annual return | 13.43% | 26.72%-13.3pp | 35.72%-22.3pp | 160.69%-147.3pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,404 | $3,659-34.3% | $4,879-50.7% | $4,126-41.7% |
| Admin fee / account holder | $891 | $5,217-82.9% | $6,733-86.8% | $5,650-84.2% |