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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 | $90,274 | $65,364+38.1% | $92,909-2.8% | $72,975+23.7% |
| Participation rate | 21.1% | 68.3%-47.3pp | 76.0%-55.0pp | 69.5%-48.4pp |
| Annual return | 21.44% | 42.11%-20.7pp | 109.44%-88.0pp | 81.01%-59.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,505 | $3,128-51.9% | $4,238-64.5% | $3,608-58.3% |
| Admin fee / account holder | $9,539 | $4,251+124.4% | $5,795+64.6% | $5,124+86.2% |