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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 | $80,188 | $54,541+47.0% | $78,778+1.8% | $70,124+14.4% |
| Participation rate | 54.8% | 60.8%-6.0pp | 69.2%-14.4pp | 69.5%-14.8pp |
| Annual return | 17.59% | 21.07%-3.5pp | 35.62%-18.0pp | 73.14%-55.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,337 | $2,210+5.7% | $2,958-21.0% | $3,332-29.9% |
| Admin fee / account holder | $1,211 | $3,709-67.3% | $5,134-76.4% | $4,645-73.9% |