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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 | $97,791 | $54,541+79.3% | $78,778+24.1% | $70,126+39.5% |
| Participation rate | 51.9% | 60.8%-8.9pp | 69.2%-17.3pp | 69.5%-17.7pp |
| Annual return | 17.30% | 21.07%-3.8pp | 35.62%-18.3pp | 73.15%-55.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,974 | $2,210-10.7% | $2,958-33.3% | $3,332-40.8% |
| Admin fee / account holder | $1,101 | $3,709-70.3% | $5,134-78.5% | $4,645-76.3% |