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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 | $73,801 | $45,087+63.7% | $69,483+6.2% | $72,976+1.1% |
| Participation rate | 32.1% | 68.5%-36.3pp | 74.6%-42.5pp | 69.5%-37.3pp |
| Annual return | 19.30% | 22.67%-3.4pp | 28.99%-9.7pp | 81.02%-61.7pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,848 | $2,603-29.0% | $3,537-47.7% | $3,608-48.8% |
| Admin fee / account holder | $717 | $3,057-76.6% | $3,841-81.3% | $5,124-86.0% |