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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 | $89,508 | $65,027+37.6% | $90,970-1.6% | $79,852+12.1% |
| Participation rate | 33.8% | 61.6%-27.8pp | 69.0%-35.2pp | 69.6%-35.8pp |
| Annual return | 16.88% | 30.45%-13.6pp | 134.58%-117.7pp | 31.72%-14.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,581 | $2,512-37.1% | $3,373-53.1% | $3,740-57.7% |
| Admin fee / account holder | $2,786 | $4,535-38.6% | $5,960-53.3% | $5,306-47.5% |