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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 | $85,524 | $71,230+20.1% | $93,727-8.8% | $80,959+5.6% |
| Participation rate | 19.3% | 60.4%-41.1pp | 68.7%-49.4pp | 67.7%-48.4pp |
| Annual return | 15.39% | 11.26%+4.1pp | 133.83%-118.4pp | 35.67%-20.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,308 | $4,037-42.8% | $4,417-47.7% | $4,300-46.3% |
| Admin fee / account holder | $17,681 | $6,961+154.0% | $8,292+113.2% | $6,925+155.3% |