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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 | $87,617 | $72,492+20.9% | $87,104+0.6% | $72,975+20.1% |
| Participation rate | 47.5% | 72.8%-25.3pp | 76.9%-29.4pp | 69.5%-22.0pp |
| Annual return | 30.42% | 24.46%+6.0pp | 28.19%+2.2pp | 81.01%-50.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,627 | $3,270-19.6% | $4,048-35.1% | $3,608-27.2% |
| Admin fee / account holder | $12,876 | $5,055+154.7% | $7,491+71.9% | $5,124+151.3% |