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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 | $107,832 | $57,065+89.0% | $75,670+42.5% | $70,131+53.8% |
| Participation rate | 51.4% | 68.1%-16.7pp | 72.3%-21.0pp | 69.5%-18.2pp |
| Annual return | 15.20% | 23.57%-8.4pp | 27.34%-12.1pp | 73.14%-57.9pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,175 | $2,580-15.7% | $3,142-30.8% | $3,332-34.7% |
| Admin fee / account holder | $2,528 | $3,825-33.9% | $5,800-56.4% | $4,645-45.6% |