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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 | $79,209 | $56,110+41.2% | $94,993-16.6% | $70,131+12.9% |
| Participation rate | 39.4% | 65.0%-25.6pp | 73.9%-34.5pp | 69.5%-30.1pp |
| Annual return | 18.84% | 51.02%-32.2pp | 27.12%-8.3pp | 73.14%-54.3pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,351 | $2,391-43.5% | $3,317-59.3% | $3,332-59.4% |
| Admin fee / account holder | $1,175 | $3,456-66.0% | $4,960-76.3% | $4,645-74.7% |