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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 | $80,564 | $72,269+11.5% | $101,271-20.4% | $79,852+0.9% |
| Participation rate | 53.1% | 68.5%-15.3pp | 75.8%-22.7pp | 69.6%-16.5pp |
| Annual return | 10.65% | 22.29%-11.6pp | 46.48%-35.8pp | 31.72%-21.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,995 | $3,282-39.2% | $4,371-54.4% | $3,740-46.7% |
| Admin fee / account holder | $19,733 | $4,401+348.4% | $5,948+231.8% | $5,306+271.9% |