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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 | $78,101 | $52,580+48.5% | $71,671+9.0% | $70,126+11.4% |
| Participation rate | 35.8% | 60.9%-25.0pp | 68.7%-32.9pp | 69.5%-33.7pp |
| Annual return | 22.06% | 20.25%+1.8pp | 20.65%+1.4pp | 73.15%-51.1pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,743 | $2,386-27.0% | $3,438-49.3% | $3,332-47.7% |
| Admin fee / account holder | $1,311 | $3,653-64.1% | $5,558-76.4% | $4,645-71.8% |