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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 | $96,184 | $77,962+23.4% | $178,540-46.1% | $80,935+18.8% |
| Participation rate | 53.3% | 65.7%-12.3pp | 77.1%-23.8pp | 67.7%-14.3pp |
| Annual return | 15.56% | 18.10%-2.5pp | 27.15%-11.6pp | 35.66%-20.1pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,227 | $4,404-49.4% | $6,281-64.5% | $4,299-48.2% |
| Admin fee / account holder | $987 | $7,156-86.2% | $10,424-90.5% | $6,924-85.7% |