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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 | $86,949 | $67,602+28.6% | $82,312+5.6% | $70,126+24.0% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 19.10% | 21.57%-2.5pp | 25.88%-6.8pp | 73.15%-54.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,728 | $2,987-8.7% | $3,706-26.4% | $3,332-18.1% |
| Admin fee / account holder | $1,561 | $4,512-65.4% | $5,608-72.2% | $4,645-66.4% |