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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 | $98,268 | $67,606+45.4% | $82,313+19.4% | $70,124+40.1% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.9%-12.6pp | 69.5%-5.3pp |
| Annual return | 17.32% | 21.57%-4.2pp | 25.88%-8.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,822 | $2,987-39.0% | $3,706-50.8% | $3,332-45.3% |
| Admin fee / account holder | $2,107 | $4,512-53.3% | $5,608-62.4% | $4,645-54.6% |