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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 | $88,401 | $54,541+62.1% | $78,778+12.2% | $70,126+26.1% |
| Participation rate | 34.6% | 60.8%-26.2pp | 69.2%-34.6pp | 69.5%-34.9pp |
| Annual return | 15.62% | 21.07%-5.5pp | 35.62%-20.0pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,148 | $2,210-48.1% | $2,958-61.2% | $3,332-65.6% |
| Admin fee / account holder | $756 | $3,709-79.6% | $5,134-85.3% | $4,645-83.7% |