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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 | $97,083 | $74,535+30.3% | $100,712-3.6% | $82,637+17.5% |
| Participation rate | 21.8% | 61.2%-39.4pp | 69.3%-47.5pp | 68.1%-46.3pp |
| Annual return | 15.18% | 18.92%-3.7pp | 33.27%-18.1pp | 53.51%-38.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,429 | $3,074-53.5% | $4,085-65.0% | $4,126-65.4% |
| Admin fee / account holder | $836 | $6,576-87.3% | $9,256-91.0% | $7,339-88.6% |