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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 | $56,544+90.7% | $75,501+42.8% | $70,126+53.8% |
| Participation rate | 51.4% | 68.1%-16.8pp | 72.4%-21.0pp | 69.5%-18.2pp |
| Annual return | 15.20% | 23.59%-8.4pp | 27.35%-12.1pp | 73.15%-57.9pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,175 | $2,580-15.7% | $3,142-30.8% | $3,332-34.7% |
| Admin fee / account holder | $2,528 | $3,827-33.9% | $5,801-56.4% | $4,645-45.6% |