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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 | $92,836 | $94,436-1.7% | $115,599-19.7% | $82,637+12.3% |
| Participation rate | 40.0% | 70.4%-30.4pp | 74.3%-34.3pp | 68.1%-28.1pp |
| Annual return | 13.62% | 18.37%-4.8pp | 111.10%-97.5pp | 53.51%-39.9pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,486 | $3,955-37.1% | $4,889-49.2% | $4,126-39.7% |
| Admin fee / account holder | $1,431 | $10,328-86.1% | $12,841-88.9% | $7,339-80.5% |