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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 | $86,915 | $65,361+33.0% | $92,903-6.4% | $72,983+19.1% |
| Participation rate | 57.5% | 68.3%-10.8pp | 76.0%-18.5pp | 69.5%-12.0pp |
| Annual return | 20.76% | 42.11%-21.3pp | 109.43%-88.7pp | 81.01%-60.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,898 | $3,128-39.3% | $4,238-55.2% | $3,608-47.4% |
| Admin fee / account holder | $3,163 | $4,251-25.6% | $5,795-45.4% | $5,124-38.3% |