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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 | $76,797 | $71,230+7.8% | $93,727-18.1% | $80,959-5.1% |
| Participation rate | 48.0% | 60.4%-12.4pp | 68.7%-20.7pp | 67.7%-19.7pp |
| Annual return | 19.15% | 11.26%+7.9pp | 133.83%-114.7pp | 35.67%-16.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,855 | $4,037-29.3% | $4,417-35.4% | $4,300-33.6% |
| Admin fee / account holder | $6,106 | $6,961-12.3% | $8,292-26.4% | $6,925-11.8% |