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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 | $89,107 | $123,155-27.6% | $108,753-18.1% | $155,188-42.6% |
| Participation rate | 35.0% | 75.6%-40.6pp | 71.1%-36.1pp | 80.8%-45.8pp |
| Annual return | 12.38% | 44.73%-32.3pp | 37.47%-25.1pp | 148.84%-136.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,613 | $4,623-65.1% | $4,115-60.8% | $6,531-75.3% |
| Admin fee / account holder | $813 | $12,126-93.3% | $10,320-92.1% | $14,480-94.4% |