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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 | $68,852+11.7% | $120,524-36.2% | $80,925-4.9% |
| Participation rate | 47.2% | 61.6%-14.4pp | 71.9%-24.7pp | 67.7%-20.4pp |
| Annual return | 10.37% | 23.67%-13.3pp | 107.36%-97.0pp | 35.65%-25.3pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,469-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,895 | $3,187-40.5% | $4,994-62.0% | $4,299-55.9% |
| Admin fee / account holder | $11,283 | $5,781+95.2% | $9,440+19.5% | $6,940+62.6% |