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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 | $76,704 | $56,121+36.7% | $92,985-17.5% | $64,340+19.2% |
| Participation rate | 19.6% | 44.9%-25.3pp | 69.5%-49.9pp | 55.2%-35.6pp |
| Annual return | 16.05% | 19.19%-3.1pp | 27.99%-11.9pp | 24.14%-8.1pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,662-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,083 | $2,362-11.8% | $4,377-52.4% | $2,980-30.1% |
| Admin fee / account holder | $6,101 | $6,869-11.2% | $9,463-35.5% | $3,703+64.8% |