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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 | $85,826 | $54,541+57.4% | $78,778+8.9% | $70,126+22.4% |
| Participation rate | 39.3% | 60.8%-21.5pp | 69.2%-29.9pp | 69.5%-30.3pp |
| Annual return | 17.41% | 21.07%-3.7pp | 35.62%-18.2pp | 73.15%-55.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,278 | $2,210-42.2% | $2,958-56.8% | $3,332-61.6% |
| Admin fee / account holder | $876 | $3,709-76.4% | $5,134-82.9% | $4,645-81.1% |