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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 | $76,415 | $48,078+58.9% | $78,676-2.9% | $62,881+21.5% |
| Participation rate | 30.5% | 65.2%-34.7pp | 73.6%-43.1pp | 69.3%-38.8pp |
| Annual return | 15.63% | 31.36%-15.7pp | 62.19%-46.6pp | 20.14%-4.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,280 | $2,587-50.5% | $3,517-63.6% | $3,203-60.0% |
| Admin fee / account holder | $342 | $3,206-89.3% | $4,510-92.4% | $4,296-92.0% |