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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 | $93,195 | $72,492+28.6% | $87,104+7.0% | $72,975+27.7% |
| Participation rate | 54.5% | 72.8%-18.3pp | 76.9%-22.3pp | 69.5%-14.9pp |
| Annual return | 21.87% | 24.46%-2.6pp | 28.19%-6.3pp | 81.01%-59.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,167 | $3,270-33.7% | $4,048-46.5% | $3,608-39.9% |
| Admin fee / account holder | $1,408 | $5,055-72.1% | $7,491-81.2% | $5,124-72.5% |