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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 | $82,178 | $65,367+25.7% | $92,915-11.6% | $72,976+12.6% |
| Participation rate | 26.7% | 68.3%-41.6pp | 76.0%-49.3pp | 69.5%-42.8pp |
| Annual return | 22.01% | 42.11%-20.1pp | 109.45%-87.4pp | 81.02%-59.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,391 | $3,128-55.5% | $4,238-67.2% | $3,608-61.4% |
| Admin fee / account holder | $18,032 | $4,251+324.1% | $5,796+211.1% | $5,124+251.9% |