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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 | $83,516 | $59,839+39.6% | $81,991+1.9% | $79,852+4.6% |
| Participation rate | 41.4% | 61.6%-20.2pp | 69.3%-27.9pp | 69.6%-28.3pp |
| Annual return | 16.62% | 17.56%-0.9pp | 41.31%-24.7pp | 31.72%-15.1pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,888 | $2,695+44.3% | $3,722+4.5% | $3,740+3.9% |
| Admin fee / account holder | $1,711 | $4,287-60.1% | $5,665-69.8% | $5,306-67.7% |