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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 | $91,635 | $71,215+28.7% | $93,696-2.2% | $80,935+13.2% |
| Participation rate | 30.4% | 60.4%-30.0pp | 68.7%-38.3pp | 67.7%-37.2pp |
| Annual return | 12.96% | 11.27%+1.7pp | 133.74%-120.8pp | 35.66%-22.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,641 | $4,037-59.3% | $4,417-62.8% | $4,299-61.8% |
| Admin fee / account holder | $6,413 | $6,958-7.8% | $8,287-22.6% | $6,924-7.4% |