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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 | $93,712 | $58,523+60.1% | $99,470-5.8% | $72,983+28.4% |
| Participation rate | 43.7% | 64.6%-21.0pp | 73.8%-30.2pp | 69.5%-25.8pp |
| Annual return | 24.50% | 28.51%-4.0pp | 30.72%-6.2pp | 81.01%-56.5pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,067 | $2,606-20.7% | $3,619-42.9% | $3,608-42.7% |
| Admin fee / account holder | $8,729 | $4,102+112.8% | $6,252+39.6% | $5,124+70.3% |