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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 | $80,779 | $87,132-7.3% | $105,624-23.5% | $80,959-0.2% |
| Participation rate | 43.2% | 70.4%-27.2pp | 75.3%-32.1pp | 67.7%-24.5pp |
| Annual return | 15.58% | 17.03%-1.5pp | 116.20%-100.6pp | 35.67%-20.1pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,787 | $3,985-5.0% | $5,013-24.5% | $4,300-11.9% |
| Admin fee / account holder | $1,345 | $8,449-84.1% | $10,961-87.7% | $6,925-80.6% |