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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 | $96,094 | $70,418+36.5% | $96,570-0.5% | $85,847+11.9% |
| Participation rate | 38.3% | 61.8%-23.5pp | 69.8%-31.5pp | 69.3%-31.0pp |
| Annual return | 15.86% | 18.59%-2.7pp | 37.79%-21.9pp | 318.61%-302.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,215 | $2,894-23.5% | $3,849-42.5% | $3,952-44.0% |
| Admin fee / account holder | $3,693 | $4,995-26.1% | $6,182-40.3% | $6,261-41.0% |