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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 | $87,310 | $71,197+22.6% | $93,669-6.8% | $80,925+7.9% |
| Participation rate | 53.3% | 60.4%-7.1pp | 68.7%-15.4pp | 67.7%-14.3pp |
| Annual return | 14.17% | 11.27%+2.9pp | 133.59%-119.4pp | 35.65%-21.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,476 | $4,036+134.8% | $4,416+114.6% | $4,299+120.4% |
| Admin fee / account holder | $2,207 | $6,959-68.3% | $8,291-73.4% | $6,940-68.2% |