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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 | $90,776 | $80,992+12.1% | $96,534-6.0% | $75,173+20.8% |
| Participation rate | 31.3% | 71.8%-40.4pp | 76.0%-44.6pp | 67.2%-35.9pp |
| Annual return | 20.47% | 27.05%-6.6pp | 25.88%-5.4pp | 160.72%-140.3pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,820 | $3,929-53.7% | $4,851-62.5% | $4,126-55.9% |
| Admin fee / account holder | $5,105 | $6,717-24.0% | $8,253-38.1% | $5,651-9.7% |