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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 | $57,073+73.4% | $85,126+16.3% | $80,925+22.3% |
| Participation rate | 28.2% | 56.4%-28.2pp | 67.5%-39.3pp | 67.7%-39.5pp |
| Annual return | 17.02% | 21.69%-4.7pp | 66.63%-49.6pp | 35.65%-18.6pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,627 | $3,113-47.7% | $4,523-64.0% | $4,299-62.1% |
| Admin fee / account holder | $3,097 | $4,988-37.9% | $6,160-49.7% | $6,940-55.4% |