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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 | $98,289 | $78,425+25.3% | $95,956+2.4% | $79,858+23.1% |
| Participation rate | 46.3% | 73.5%-27.2pp | 77.1%-30.8pp | 69.6%-23.3pp |
| Annual return | 11.78% | 19.37%-7.6pp | 91.63%-79.9pp | 31.72%-19.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,689 | $3,440+7.2% | $4,167-11.5% | $3,740-1.4% |
| Admin fee / account holder | $3,192 | $5,622-43.2% | $6,797-53.0% | $5,306-39.8% |