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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 | $58,980 | $45,050+30.9% | $63,018-6.4% | $70,126-15.9% |
| Participation rate | 28.1% | 69.5%-41.4pp | 74.8%-46.7pp | 69.5%-41.5pp |
| Annual return | 13.95% | 18.76%-4.8pp | 87.62%-73.7pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,887 | $2,466-23.5% | $3,330-43.3% | $3,332-43.4% |
| Admin fee / account holder | $5,930 | $2,834+109.2% | $3,601+64.7% | $4,645+27.6% |