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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 | $94,215 | $50,947+84.9% | $74,549+26.4% | $64,173+46.8% |
| Participation rate | 51.4% | 61.1%-9.6pp | 69.1%-17.7pp | 69.6%-18.1pp |
| Annual return | 13.61% | -1.85%+15.5pp | 32.53%-18.9pp | 7.63%+6.0pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,879 | $2,302-18.4% | $3,108-39.5% | $3,470-45.8% |
| Admin fee / account holder | $4,055 | $4,221-3.9% | $5,059-19.8% | $4,887-17.0% |