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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 | $80,975 | $69,977+15.7% | $108,582-25.4% | $62,881+28.8% |
| Participation rate | 57.4% | 72.9%-15.4pp | 79.6%-22.1pp | 69.3%-11.9pp |
| Annual return | 8.64% | 10.73%-2.1pp | -51.70%+60.3pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,458 | $3,165-22.3% | $4,311-43.0% | $3,203-23.3% |
| Admin fee / account holder | $4,707 | $5,076-7.3% | $7,645-38.4% | $4,296+9.6% |