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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 | $75,468 | $58,493+29.0% | $84,021-10.2% | $72,975+3.4% |
| Participation rate | 36.0% | 61.2%-25.2pp | 69.0%-33.0pp | 69.5%-33.5pp |
| Annual return | 19.61% | 28.93%-9.3pp | 71.32%-51.7pp | 81.01%-61.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,071 | $2,394-13.5% | $3,239-36.0% | $3,608-42.6% |
| Admin fee / account holder | $2,579 | $4,569-43.5% | $6,102-57.7% | $5,124-49.7% |