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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 | $80,709 | $71,534+12.8% | $98,462-18.0% | $71,529+12.8% |
| Participation rate | 36.0% | 72.7%-36.7pp | 75.2%-39.2pp | 67.9%-31.9pp |
| Annual return | 16.35% | 32.44%-16.1pp | 21.17%-4.8pp | 28.97%-12.6pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,049-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,914 | $4,109-53.4% | $4,738-59.6% | $4,291-55.4% |
| Admin fee / account holder | $2,458 | $1,677+46.6% | $8,875-72.3% | $1,588+54.7% |