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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 | $60,692 | $69,977-13.3% | $108,582-44.1% | $62,881-3.5% |
| Participation rate | 28.0% | 72.9%-44.9pp | 79.6%-51.6pp | 69.3%-41.3pp |
| Annual return | 11.05% | 10.73%+0.3pp | -51.70%+62.7pp | 20.14%-9.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,349 | $3,165-25.8% | $4,311-45.5% | $3,203-26.7% |
| Admin fee / account holder | $678 | $5,076-86.7% | $7,645-91.1% | $4,296-84.2% |