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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 | $69,423 | $67,411+3.0% | $91,004-23.7% | $70,124-1.0% |
| Participation rate | 24.1% | 71.4%-47.2pp | 75.6%-51.5pp | 69.5%-45.4pp |
| Annual return | 15.64% | -40.16%+55.8pp | 4.60%+11.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,766 | $2,823-37.4% | $3,548-50.2% | $3,332-47.0% |
| Admin fee / account holder | $1,479 | $4,236-65.1% | $5,417-72.7% | $4,645-68.2% |