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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 | $82,806 | $77,574+6.7% | $108,753-23.9% | $86,983-4.8% |
| Participation rate | 38.5% | 62.3%-23.8pp | 71.1%-32.6pp | 69.5%-31.1pp |
| Annual return | 19.65% | 18.42%+1.2pp | 37.47%-17.8pp | 25.83%-6.2pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,158 | $3,128+32.9% | $4,115+1.0% | $4,194-0.9% |
| Admin fee / account holder | $536 | $6,529-91.8% | $10,320-94.8% | $7,856-93.2% |