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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 | $93,963 | $58,493+60.6% | $84,023+11.8% | $72,976+28.8% |
| Participation rate | 35.5% | 61.2%-25.7pp | 69.0%-33.5pp | 69.5%-34.0pp |
| Annual return | 22.03% | 28.93%-6.9pp | 71.32%-49.3pp | 81.02%-59.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,087 | $2,394-54.6% | $3,239-66.5% | $3,608-69.9% |
| Admin fee / account holder | $1,067 | $4,569-76.6% | $6,102-82.5% | $5,124-79.2% |