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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 | $87,292 | $97,550-10.5% | $120,344-27.5% | $87,485-0.2% |
| Participation rate | 32.8% | 72.8%-40.1pp | 76.7%-44.0pp | 68.9%-36.2pp |
| Annual return | 19.46% | 18.41%+1.0pp | 20.30%-0.8pp | 26.06%-6.6pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,133 | $4,230-49.6% | $5,135-58.5% | $4,274-50.1% |
| Admin fee / account holder | $5,649 | $9,543-40.8% | $12,742-55.7% | $7,775-27.3% |