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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 | $74,133 | $54,763+35.4% | $90,324-17.9% | $72,976+1.6% |
| Participation rate | 20.0% | 65.2%-45.2pp | 73.3%-53.3pp | 69.5%-49.5pp |
| Annual return | 19.41% | 30.63%-11.2pp | 78.15%-58.7pp | 81.02%-61.6pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,220 | $2,887-57.7% | $3,885-68.6% | $3,608-66.2% |
| Admin fee / account holder | $713 | $3,973-82.1% | $5,356-86.7% | $5,124-86.1% |