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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 | $88,892 | $76,834+15.7% | $108,359-18.0% | $87,485+1.6% |
| Participation rate | 53.1% | 61.7%-8.6pp | 70.1%-17.0pp | 68.9%-15.8pp |
| Annual return | 12.25% | 19.09%-6.8pp | 36.89%-24.6pp | 26.06%-13.8pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,352 | $3,100+72.6% | $4,137+29.4% | $4,274+25.2% |
| Admin fee / account holder | $1,322 | $6,537-79.8% | $9,741-86.4% | $7,775-83.0% |