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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 | $69,497 | $54,541+27.4% | $78,778-11.8% | $70,126-0.9% |
| Participation rate | 38.4% | 60.8%-22.4pp | 69.2%-30.8pp | 69.5%-31.2pp |
| Annual return | 23.16% | 21.07%+2.1pp | 35.62%-12.5pp | 73.15%-50.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,628 | $2,210-26.3% | $2,958-45.0% | $3,332-51.1% |
| Admin fee / account holder | $799 | $3,709-78.4% | $5,134-84.4% | $4,645-82.8% |