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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 | $98,651 | $67,602+45.9% | $82,312+19.9% | $70,126+40.7% |
| Participation rate | 43.6% | 72.8%-29.2pp | 76.9%-33.3pp | 69.5%-26.0pp |
| Annual return | 17.19% | 21.57%-4.4pp | 25.88%-8.7pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,984 | $2,987-0.1% | $3,706-19.5% | $3,332-10.4% |
| Admin fee / account holder | $450 | $4,512-90.0% | $5,608-92.0% | $4,645-90.3% |