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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 | $112,664 | $76,834+46.6% | $108,359+4.0% | $87,485+28.8% |
| Participation rate | 40.0% | 61.7%-21.7pp | 70.1%-30.1pp | 68.9%-28.9pp |
| Annual return | 14.48% | 19.09%-4.6pp | 36.89%-22.4pp | 26.06%-11.6pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,399 | $3,100-22.6% | $4,137-42.0% | $4,274-43.9% |
| Admin fee / account holder | $16,483 | $6,537+152.2% | $9,741+69.2% | $7,775+112.0% |