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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 | $101,541 | $97,550+4.1% | $120,344-15.6% | $87,485+16.1% |
| Participation rate | 21.9% | 72.8%-51.0pp | 76.7%-54.8pp | 68.9%-47.1pp |
| Annual return | 16.81% | 18.41%-1.6pp | 20.30%-3.5pp | 26.06%-9.2pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,946 | $4,230-54.0% | $5,135-62.1% | $4,274-54.5% |
| Admin fee / account holder | $9,039 | $9,543-5.3% | $12,742-29.1% | $7,775+16.3% |