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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 | $79,106 | $54,757+44.5% | $90,304-12.4% | $72,975+8.4% |
| Participation rate | 29.3% | 65.2%-35.9pp | 73.3%-44.0pp | 69.5%-40.2pp |
| Annual return | 18.52% | 30.63%-12.1pp | 78.13%-59.6pp | 81.01%-62.5pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,861 | $2,887-35.5% | $3,885-52.1% | $3,608-48.4% |
| Admin fee / account holder | $4,365 | $3,973+9.9% | $5,354-18.5% | $5,124-14.8% |