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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 | $84,741 | $36,948+129.3% | $73,658+15.0% | $87,485-3.1% |
| Participation rate | 2.6% | 46.8%-44.3pp | 57.0%-54.5pp | 68.9%-66.4pp |
| Annual return | 17.20% | 28.64%-11.4pp | 29.72%-12.5pp | 26.06%-8.9pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $761 | $1,379-44.8% | $2,062-63.1% | $4,274-82.2% |
| Admin fee / account holder | $318 | $2,531-87.4% | $3,357-90.5% | $7,775-95.9% |