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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 | $89,410 | $60,442+47.9% | $96,754-7.6% | $87,485+2.2% |
| Participation rate | 22.7% | 58.7%-36.0pp | 70.3%-47.5pp | 68.9%-46.2pp |
| Annual return | 17.80% | 21.97%-4.2pp | 82.04%-64.2pp | 26.06%-8.3pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,386 | $3,280-57.7% | $4,758-70.9% | $4,274-67.6% |
| Admin fee / account holder | $8,095 | $5,069+59.7% | $8,905-9.1% | $7,775+4.1% |