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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 | $87,501 | $87,132+0.4% | $105,624-17.2% | $80,959+8.1% |
| Participation rate | 28.1% | 70.4%-42.3pp | 75.3%-47.1pp | 67.7%-39.5pp |
| Annual return | 11.36% | 17.03%-5.7pp | 116.20%-104.8pp | 35.67%-24.3pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,852 | $3,985-53.5% | $5,013-63.1% | $4,300-56.9% |
| Admin fee / account holder | $14,035 | $8,449+66.1% | $10,961+28.0% | $6,925+102.7% |