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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 | $93,701 | $57,061+64.2% | $85,063+10.2% | $80,911+15.8% |
| Participation rate | 44.0% | 56.3%-12.3pp | 67.5%-23.5pp | 67.6%-23.6pp |
| Annual return | 17.08% | 21.66%-4.6pp | 66.54%-49.5pp | 35.63%-18.5pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,158 | $3,110+1.5% | $4,523-30.2% | $4,297-26.5% |
| Admin fee / account holder | $12,943 | $4,986+159.6% | $6,155+110.3% | $6,935+86.6% |