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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 | $89,036 | $72,492+22.8% | $87,104+2.2% | $72,975+22.0% |
| Participation rate | 60.3% | 72.8%-12.5pp | 76.9%-16.5pp | 69.5%-9.1pp |
| Annual return | 21.16% | 24.46%-3.3pp | 28.19%-7.0pp | 81.01%-59.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,081 | $3,270-5.8% | $4,048-23.9% | $3,608-14.6% |
| Admin fee / account holder | $1,117 | $5,055-77.9% | $7,491-85.1% | $5,124-78.2% |