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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 | $90,211 | $72,492+24.4% | $87,102+3.6% | $72,983+23.6% |
| Participation rate | 34.8% | 72.8%-38.0pp | 76.9%-42.1pp | 69.5%-34.7pp |
| Annual return | 17.92% | 24.46%-6.5pp | 28.19%-10.3pp | 81.01%-63.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,594 | $3,270-51.2% | $4,048-60.6% | $3,608-55.8% |
| Admin fee / account holder | $6,435 | $5,055+27.3% | $7,491-14.1% | $5,124+25.6% |