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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 | $91,884 | $83,485+10.1% | $125,195-26.6% | $72,976+25.9% |
| Participation rate | 41.0% | 73.3%-32.3pp | 79.8%-38.8pp | 69.5%-28.5pp |
| Annual return | 21.89% | 25.77%-3.9pp | 43.79%-21.9pp | 81.02%-59.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,318 | $3,586-35.4% | $4,937-53.0% | $3,608-35.7% |
| Admin fee / account holder | $2,281 | $5,518-58.7% | $9,704-76.5% | $5,124-55.5% |