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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 | $94,049 | $100,003-6.0% | $146,685-35.9% | $85,856+9.5% |
| Participation rate | 36.8% | 73.1%-36.2pp | 80.1%-43.2pp | 69.3%-32.5pp |
| Annual return | 22.21% | 18.93%+3.3pp | 22.75%-0.5pp | 318.58%-296.4pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,241 | $4,006-44.1% | $5,507-59.3% | $3,952-43.3% |
| Admin fee / account holder | $864 | $7,704-88.8% | $10,281-91.6% | $6,261-86.2% |