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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 | $89,836 | $55,713+61.2% | $75,901+18.4% | $72,975+23.1% |
| Participation rate | 46.4% | 61.1%-14.7pp | 69.3%-22.9pp | 69.5%-23.1pp |
| Annual return | 21.68% | 27.60%-5.9pp | 30.76%-9.1pp | 81.01%-59.3pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,531 | $2,634-3.9% | $3,603-29.8% | $3,608-29.9% |
| Admin fee / account holder | $2,405 | $3,980-39.6% | $5,420-55.6% | $5,124-53.1% |