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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 | $73,995 | $65,364+13.2% | $92,909-20.4% | $72,975+1.4% |
| Participation rate | 31.4% | 68.3%-36.9pp | 76.0%-44.6pp | 69.5%-38.1pp |
| Annual return | 19.47% | 42.11%-22.6pp | 109.44%-90.0pp | 81.01%-61.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,640 | $3,128-47.6% | $4,238-61.3% | $3,608-54.5% |
| Admin fee / account holder | $6,416 | $4,251+50.9% | $5,795+10.7% | $5,124+25.2% |