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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 | $95,229 | $72,272+31.8% | $101,264-6.0% | $79,858+19.2% |
| Participation rate | 41.2% | 68.5%-27.3pp | 75.8%-34.6pp | 69.6%-28.5pp |
| Annual return | 12.69% | 22.30%-9.6pp | 46.48%-33.8pp | 31.72%-19.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,960 | $3,282-40.3% | $4,370-55.2% | $3,740-47.6% |
| Admin fee / account holder | $425 | $4,401-90.4% | $5,947-92.9% | $5,306-92.0% |