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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 | $98,171 | $69,977+40.3% | $108,582-9.6% | $62,881+56.1% |
| Participation rate | 37.3% | 72.9%-35.6pp | 79.6%-42.3pp | 69.3%-32.0pp |
| Annual return | 11.10% | 10.73%+0.4pp | -51.70%+62.8pp | 20.14%-9.0pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,384 | $3,165+6.9% | $4,311-21.5% | $3,203+5.6% |
| Admin fee / account holder | $406 | $5,076-92.0% | $7,645-94.7% | $4,296-90.5% |