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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 | $80,367 | $55,932+43.7% | $76,735+4.7% | $67,986+18.2% |
| Participation rate | 25.2% | 50.8%-25.6pp | 69.5%-44.3pp | 57.2%-32.0pp |
| Annual return | 18.29% | 23.10%-4.8pp | 29.77%-11.5pp | 31.67%-13.4pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,454-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,814 | $2,558+10.0% | $4,088-31.2% | $3,358-16.2% |
| Admin fee / account holder | $6,611 | $4,907+34.7% | $7,189-8.0% | $3,203+106.4% |