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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 | $98,977 | $57,140+73.2% | $85,240+16.1% | $80,959+22.3% |
| Participation rate | 28.2% | 56.4%-28.2pp | 67.5%-39.3pp | 67.7%-39.5pp |
| Annual return | 17.02% | 21.71%-4.7pp | 66.75%-49.7pp | 35.67%-18.6pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,627 | $3,115-47.8% | $4,527-64.1% | $4,300-62.2% |
| Admin fee / account holder | $3,097 | $4,992-38.0% | $6,165-49.8% | $6,925-55.3% |