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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 | $96,988 | $81,504+19.0% | $102,437-5.3% | $80,959+19.8% |
| Participation rate | 26.8% | 66.9%-40.0pp | 74.5%-47.7pp | 67.7%-40.8pp |
| Annual return | 16.98% | 25.60%-8.6pp | 24.95%-8.0pp | 35.67%-18.7pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,966 | $3,871-49.2% | $5,060-61.1% | $4,300-54.3% |
| Admin fee / account holder | $18,440 | $6,719+174.4% | $8,388+119.8% | $6,925+166.3% |