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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 | $89,983 | $65,027+38.4% | $90,970-1.1% | $79,852+12.7% |
| Participation rate | 41.8% | 61.6%-19.8pp | 69.0%-27.2pp | 69.6%-27.8pp |
| Annual return | 13.38% | 30.45%-17.1pp | 134.58%-121.2pp | 31.72%-18.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,076 | $2,512-17.3% | $3,373-38.4% | $3,740-44.5% |
| Admin fee / account holder | $1,961 | $4,535-56.8% | $5,960-67.1% | $5,306-63.1% |