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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 | $85,452 | $58,493+46.1% | $84,023+1.7% | $72,976+17.1% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 18.75% | 28.93%-10.2pp | 71.32%-52.6pp | 81.02%-62.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,274 | $2,394+36.8% | $3,239+1.1% | $3,608-9.3% |
| Admin fee / account holder | $6,711 | $4,569+46.9% | $6,102+10.0% | $5,124+31.0% |