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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 | $81,989 | $73,978+10.8% | $96,515-15.1% | $75,173+9.1% |
| Participation rate | 27.7% | 66.4%-38.8pp | 74.3%-46.7pp | 67.2%-39.5pp |
| Annual return | 14.43% | 26.72%-12.3pp | 35.73%-21.3pp | 160.72%-146.3pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,751 | $3,660-52.2% | $4,880-64.1% | $4,126-57.6% |
| Admin fee / account holder | $14,456 | $5,219+177.0% | $6,735+114.6% | $5,651+155.8% |