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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 | $99,220 | $64,920+52.8% | $103,693-4.3% | $86,983+14.1% |
| Participation rate | 38.6% | 63.6%-25.0pp | 72.6%-34.0pp | 69.5%-30.9pp |
| Annual return | 18.86% | 30.29%-11.4pp | 47.61%-28.7pp | 25.83%-7.0pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,349 | $3,241+3.3% | $4,579-26.9% | $4,194-20.2% |
| Admin fee / account holder | $463 | $6,191-92.5% | $7,858-94.1% | $7,856-94.1% |