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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 | $81,745 | $54,757+49.3% | $90,304-9.5% | $72,975+12.0% |
| Participation rate | 27.9% | 65.2%-37.3pp | 73.3%-45.4pp | 69.5%-41.6pp |
| Annual return | 21.05% | 30.63%-9.6pp | 78.13%-57.1pp | 81.01%-60.0pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,402 | $2,887-51.5% | $3,885-63.9% | $3,608-61.1% |
| Admin fee / account holder | $9,164 | $3,973+130.7% | $5,354+71.2% | $5,124+78.8% |