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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 | $76,927 | $68,880+11.7% | $120,580-36.2% | $80,959-5.0% |
| Participation rate | 47.2% | 61.7%-14.5pp | 72.0%-24.7pp | 67.7%-20.4pp |
| Annual return | 10.37% | 23.68%-13.3pp | 107.48%-97.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,895 | $3,191-40.6% | $4,995-62.1% | $4,300-55.9% |
| Admin fee / account holder | $11,283 | $5,785+95.0% | $9,418+19.8% | $6,925+62.9% |