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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 | $108,479 | $71,208+52.3% | $93,681+15.8% | $80,911+34.1% |
| Participation rate | 22.0% | 60.4%-38.4pp | 68.7%-46.7pp | 67.6%-45.6pp |
| Annual return | 11.90% | 11.27%+0.6pp | 133.47%-121.6pp | 35.63%-23.7pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,682 | $4,035-58.3% | $4,415-61.9% | $4,297-60.8% |
| Admin fee / account holder | $541 | $6,951-92.2% | $8,290-93.5% | $6,935-92.2% |