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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 | $72,010 | $64,359+11.9% | $90,161-20.1% | $70,126+2.7% |
| Participation rate | 44.8% | 70.4%-25.7pp | 76.9%-32.1pp | 69.5%-24.8pp |
| Annual return | 17.58% | 28.13%-10.6pp | 34.89%-17.3pp | 73.15%-55.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,163 | $4,389-50.7% | $5,287-59.1% | $3,332-35.1% |
| Admin fee / account holder | $5,859 | $3,945+48.5% | $5,943-1.4% | $4,645+26.1% |