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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 | $74,271 | $58,512+26.9% | $84,020-11.6% | $72,983+1.8% |
| Participation rate | 29.4% | 61.2%-31.8pp | 69.0%-39.6pp | 69.5%-40.1pp |
| Annual return | 21.28% | 28.93%-7.7pp | 71.31%-50.0pp | 81.01%-59.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,852 | $2,394-22.6% | $3,239-42.8% | $3,608-48.7% |
| Admin fee / account holder | $3,805 | $4,569-16.7% | $6,101-37.6% | $5,124-25.7% |