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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 | $86,614 | $72,269+19.8% | $101,271-14.5% | $79,852+8.5% |
| Participation rate | 37.2% | 68.5%-31.3pp | 75.8%-38.6pp | 69.6%-32.4pp |
| Annual return | 15.55% | 22.29%-6.7pp | 46.48%-30.9pp | 31.72%-16.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,397 | $3,282-27.0% | $4,371-45.2% | $3,740-35.9% |
| Admin fee / account holder | $1,823 | $4,401-58.6% | $5,948-69.3% | $5,306-65.6% |