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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 | $93,549 | $67,606+38.4% | $82,313+13.6% | $70,124+33.4% |
| Participation rate | 57.7% | 72.8%-15.1pp | 76.9%-19.2pp | 69.5%-11.8pp |
| Annual return | 19.54% | 21.57%-2.0pp | 25.88%-6.3pp | 73.14%-53.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,388 | $2,987-53.5% | $3,706-62.6% | $3,332-58.3% |
| Admin fee / account holder | $838 | $4,512-81.4% | $5,608-85.1% | $4,645-82.0% |