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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 | $85,275 | $86,938-1.9% | $102,423-16.7% | $80,925+5.4% |
| Participation rate | 43.1% | 72.4%-29.3pp | 76.5%-33.4pp | 67.7%-24.6pp |
| Annual return | 12.46% | 18.89%-6.4pp | 29.42%-17.0pp | 35.65%-23.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,223 | $4,120-46.0% | $5,054-56.0% | $4,299-48.3% |
| Admin fee / account holder | $25,918 | $8,053+221.9% | $9,455+174.1% | $6,940+273.5% |