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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 | $107,426 | $86,949+23.6% | $102,460+4.8% | $80,959+32.7% |
| Participation rate | 28.4% | 72.4%-44.0pp | 76.5%-48.2pp | 67.7%-39.3pp |
| Annual return | 23.18% | 18.89%+4.3pp | 29.47%-6.3pp | 35.67%-12.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,892 | $4,121-54.1% | $5,056-62.6% | $4,300-56.0% |
| Admin fee / account holder | $5,050 | $8,048-37.2% | $9,460-46.6% | $6,925-27.1% |