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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 | $110,511 | $86,949+27.1% | $102,460+7.9% | $80,959+36.5% |
| Participation rate | 35.1% | 72.4%-37.3pp | 76.5%-41.4pp | 67.7%-32.6pp |
| Annual return | 13.84% | 18.89%-5.1pp | 29.47%-15.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,474 | $4,121-40.0% | $5,056-51.1% | $4,300-42.5% |
| Admin fee / account holder | $3,236 | $8,048-59.8% | $9,460-65.8% | $6,925-53.3% |