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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 | $69,295 | $54,541+27.0% | $78,778-12.0% | $70,126-1.2% |
| Participation rate | 40.0% | 60.8%-20.8pp | 69.2%-29.2pp | 69.5%-29.5pp |
| Annual return | 14.98% | 21.07%-6.1pp | 35.62%-20.6pp | 73.15%-58.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,310 | $2,210+4.5% | $2,958-21.9% | $3,332-30.7% |
| Admin fee / account holder | $2,466 | $3,709-33.5% | $5,134-52.0% | $4,645-46.9% |