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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 | $93,205 | $86,919+7.2% | $102,457-9.0% | $80,911+15.2% |
| Participation rate | 53.6% | 72.4%-18.8pp | 76.5%-22.9pp | 67.6%-14.1pp |
| Annual return | 16.36% | 18.90%-2.5pp | 29.41%-13.0pp | 35.63%-19.3pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,020 | $4,119-51.0% | $5,054-60.0% | $4,297-53.0% |
| Admin fee / account holder | $688 | $8,049-91.5% | $9,451-92.7% | $6,935-90.1% |