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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 | $99,085 | $78,520+26.2% | $96,576+2.6% | $82,448+20.2% |
| Participation rate | 57.1% | 77.7%-20.6pp | 81.4%-24.3pp | 68.1%-10.9pp |
| Annual return | 17.00% | 41.30%-24.3pp | 38.47%-21.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,880 | $6,754-57.4% | $7,956-63.8% | $4,139-30.4% |
| Admin fee / account holder | $793 | $13,455-94.1% | $11,381-93.0% | $7,234-89.0% |