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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 | $99,539 | $36,948+169.4% | $73,658+35.1% | $87,485+13.8% |
| Participation rate | 36.4% | 46.8%-10.5pp | 57.0%-20.7pp | 68.9%-32.6pp |
| Annual return | 14.44% | 28.64%-14.2pp | 29.72%-15.3pp | 26.06%-11.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,058 | $1,379+121.8% | $2,062+48.3% | $4,274-28.4% |
| Admin fee / account holder | $507 | $2,531-79.9% | $3,357-84.9% | $7,775-93.5% |