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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 | $88,857 | $86,949+2.2% | $102,460-13.3% | $80,959+9.8% |
| Participation rate | 34.6% | 72.4%-37.8pp | 76.5%-41.9pp | 67.7%-33.1pp |
| Annual return | 12.99% | 18.89%-5.9pp | 29.47%-16.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,339 | $4,121-43.2% | $5,056-53.7% | $4,300-45.6% |
| Admin fee / account holder | $3,080 | $8,048-61.7% | $9,460-67.4% | $6,925-55.5% |