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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 | $90,369 | $59,839+51.0% | $81,988+10.2% | $79,858+13.2% |
| Participation rate | 20.3% | 61.6%-41.3pp | 69.3%-48.9pp | 69.6%-49.3pp |
| Annual return | 17.41% | 17.56%-0.1pp | 41.31%-23.9pp | 31.72%-14.3pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,110 | $2,695-58.8% | $3,722-70.2% | $3,740-70.3% |
| Admin fee / account holder | $508 | $4,287-88.2% | $5,665-91.0% | $5,306-90.4% |