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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 | $88,804 | $76,367+16.3% | $93,614-5.1% | $72,983+21.7% |
| Participation rate | 42.1% | 71.7%-29.6pp | 75.8%-33.7pp | 69.5%-27.4pp |
| Annual return | 20.05% | 25.82%-5.8pp | 32.76%-12.7pp | 81.01%-61.0pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,625 | $3,538-25.8% | $4,069-35.5% | $3,608-27.2% |
| Admin fee / account holder | $1,973 | $6,838-71.1% | $7,889-75.0% | $5,124-61.5% |