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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 | $108,672 | $83,485+30.2% | $125,195-13.2% | $72,976+48.9% |
| Participation rate | 52.5% | 73.3%-20.8pp | 79.8%-27.3pp | 69.5%-17.0pp |
| Annual return | 22.71% | 25.77%-3.1pp | 43.79%-21.1pp | 81.02%-58.3pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,267 | $3,586-36.8% | $4,937-54.1% | $3,608-37.2% |
| Admin fee / account holder | $840 | $5,518-84.8% | $9,704-91.3% | $5,124-83.6% |