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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 | $136,597 | $95,453+43.1% | $112,040+21.9% | $82,448+65.7% |
| Participation rate | 29.9% | 72.8%-42.9pp | 76.5%-46.6pp | 68.1%-38.2pp |
| Annual return | 14.71% | 23.92%-9.2pp | 24.52%-9.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,965 | $4,224-53.5% | $5,098-61.4% | $4,139-52.5% |
| Admin fee / account holder | $3,366 | $9,013-62.7% | $12,098-72.2% | $7,234-53.5% |