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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 | $77,711 | $58,493+32.9% | $84,023-7.5% | $72,976+6.5% |
| Participation rate | 34.1% | 61.2%-27.1pp | 69.0%-34.9pp | 69.5%-35.4pp |
| Annual return | 23.79% | 28.93%-5.1pp | 71.32%-47.5pp | 81.02%-57.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,399 | $2,394-41.6% | $3,239-56.8% | $3,608-61.2% |
| Admin fee / account holder | $5,426 | $4,569+18.8% | $6,102-11.1% | $5,124+5.9% |