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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 | $115,409 | $76,407+51.0% | $150,298-23.2% | $82,448+40.0% |
| Participation rate | 36.5% | 66.4%-29.9pp | 77.8%-41.3pp | 68.1%-31.6pp |
| Annual return | 16.54% | 39.99%-23.5pp | 62.79%-46.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,382 | $3,214-57.0% | $5,453-74.7% | $4,139-66.6% |
| Admin fee / account holder | $1,145 | $6,352-82.0% | $14,116-91.9% | $7,234-84.2% |