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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 | $83,767 | $63,809+31.3% | $81,353+3.0% | $80,935+3.5% |
| Participation rate | 46.5% | 63.9%-17.4pp | 69.5%-23.1pp | 67.7%-21.2pp |
| Annual return | 15.91% | 16.37%-0.5pp | 24.82%-8.9pp | 35.66%-19.7pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,672 | $3,093-13.6% | $3,885-31.2% | $4,299-37.8% |
| Admin fee / account holder | $621 | $5,686-89.1% | $5,766-89.2% | $6,924-91.0% |