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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 | $106,039 | $58,512+81.2% | $84,020+26.2% | $72,983+45.3% |
| Participation rate | 45.9% | 61.2%-15.3pp | 69.0%-23.1pp | 69.5%-23.5pp |
| Annual return | 20.43% | 28.93%-8.5pp | 71.31%-50.9pp | 81.01%-60.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,900 | $2,394-20.6% | $3,239-41.3% | $3,608-47.3% |
| Admin fee / account holder | $2,893 | $4,569-36.7% | $6,101-52.6% | $5,124-43.5% |