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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 | $86,938+23.6% | $102,423+4.9% | $80,925+32.7% |
| Participation rate | 28.4% | 72.4%-44.0pp | 76.5%-48.1pp | 67.7%-39.3pp |
| Annual return | 23.18% | 18.89%+4.3pp | 29.42%-6.2pp | 35.65%-12.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,892 | $4,120-54.1% | $5,054-62.6% | $4,299-56.0% |
| Admin fee / account holder | $5,050 | $8,053-37.3% | $9,455-46.6% | $6,940-27.2% |