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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 | $89,211 | $71,230+25.2% | $93,727-4.8% | $80,959+10.2% |
| Participation rate | 41.9% | 60.4%-18.5pp | 68.7%-26.8pp | 67.7%-25.8pp |
| Annual return | 19.52% | 11.26%+8.3pp | 133.83%-114.3pp | 35.67%-16.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,980 | $4,037-26.2% | $4,417-32.5% | $4,300-30.7% |
| Admin fee / account holder | $2,441 | $6,961-64.9% | $8,292-70.6% | $6,925-64.8% |