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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 | $53,472 | $69,977-23.6% | $108,582-50.8% | $62,881-15.0% |
| Participation rate | 67.1% | 72.9%-5.8pp | 79.6%-12.5pp | 69.3%-2.2pp |
| Annual return | 5.67% | 10.73%-5.1pp | -51.70%+57.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,341 | $3,165+5.6% | $4,311-22.5% | $3,203+4.3% |
| Admin fee / account holder | $5,803 | $5,076+14.3% | $7,645-24.1% | $4,296+35.1% |