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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 | $80,886 | $78,520+3.0% | $96,576-16.2% | $82,448-1.9% |
| Participation rate | 53.8% | 77.7%-23.9pp | 81.4%-27.6pp | 68.1%-14.2pp |
| Annual return | 16.36% | 41.30%-24.9pp | 38.47%-22.1pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,087 | $6,754-24.7% | $7,956-36.1% | $4,139+22.9% |
| Admin fee / account holder | $3,854 | $13,455-71.4% | $11,381-66.1% | $7,234-46.7% |