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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 | $75,172 | $71,208+5.6% | $93,681-19.8% | $80,911-7.1% |
| Participation rate | 38.7% | 60.4%-21.7pp | 68.7%-30.0pp | 67.6%-28.9pp |
| Annual return | 12.75% | 11.27%+1.5pp | 133.47%-120.7pp | 35.63%-22.9pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,013 | $4,035-50.1% | $4,415-54.4% | $4,297-53.2% |
| Admin fee / account holder | $2,168 | $6,951-68.8% | $8,290-73.8% | $6,935-68.7% |