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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 | $91,461 | $88,360+3.5% | $145,433-37.1% | $67,986+34.5% |
| Participation rate | 11.9% | 65.5%-53.6pp | 82.1%-70.2pp | 57.2%-45.3pp |
| Annual return | 22.37% | 63.15%-40.8pp | 66.58%-44.2pp | 31.67%-9.3pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,203 | $5,932-62.9% | $7,897-72.1% | $3,358-34.4% |
| Admin fee / account holder | $5,267 | $3,313+59.0% | $13,129-59.9% | $3,203+64.4% |