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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 | $79,685 | $70,435+13.1% | $96,575-17.5% | $85,856-7.2% |
| Participation rate | 36.0% | 61.8%-25.8pp | 69.8%-33.8pp | 69.3%-33.3pp |
| Annual return | 13.79% | 18.59%-4.8pp | 37.79%-24.0pp | 318.58%-304.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,269 | $2,894-21.6% | $3,849-41.1% | $3,952-42.6% |
| Admin fee / account holder | $1,426 | $4,997-71.5% | $6,182-76.9% | $6,261-77.2% |