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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 | $83,879 | $86,949-3.5% | $102,460-18.1% | $80,959+3.6% |
| Participation rate | 26.4% | 72.4%-45.9pp | 76.5%-50.1pp | 67.7%-41.2pp |
| Annual return | 15.64% | 18.89%-3.3pp | 29.47%-13.8pp | 35.67%-20.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,210 | $4,121-46.4% | $5,056-56.3% | $4,300-48.6% |
| Admin fee / account holder | $10,715 | $8,048+33.1% | $9,460+13.3% | $6,925+54.7% |