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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 | $120,751 | $67,894+77.9% | $89,340+35.2% | $82,448+46.5% |
| Participation rate | 18.8% | 64.0%-45.3pp | 69.6%-50.8pp | 68.1%-49.3pp |
| Annual return | 16.69% | 19.21%-2.5pp | 20.57%-3.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,393 | $3,072-54.7% | $3,823-63.6% | $4,139-66.4% |
| Admin fee / account holder | $613 | $5,723-89.3% | $6,704-90.9% | $7,234-91.5% |