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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 | $92,027 | $85,024+8.2% | $70,544+30.5% | $139,466-34.0% |
| Participation rate | 18.2% | 73.9%-55.7pp | 68.4%-50.2pp | 80.3%-62.2pp |
| Annual return | 15.39% | 30.39%-15.0pp | 32.79%-17.4pp | 373.66%-358.3pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,382 | $5,891-76.5% | $4,568-69.7% | $6,712-79.4% |
| Admin fee / account holder | $341 | $8,928-96.2% | $6,427-94.7% | $11,409-97.0% |