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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 | $83,189 | $56,894+46.2% | $84,753-1.8% | $62,881+32.3% |
| Participation rate | 36.1% | 68.5%-32.4pp | 76.6%-40.5pp | 69.3%-33.2pp |
| Annual return | 10.46% | 6.30%+4.2pp | 22.78%-12.3pp | 20.14%-9.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,941 | $2,709+8.6% | $3,712-20.8% | $3,203-8.2% |
| Admin fee / account holder | $328 | $3,581-90.9% | $5,333-93.9% | $4,296-92.4% |