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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 | $119,288 | $95,453+25.0% | $112,040+6.5% | $82,448+44.7% |
| Participation rate | 27.6% | 72.8%-45.2pp | 76.5%-48.9pp | 68.1%-40.5pp |
| Annual return | 14.04% | 23.92%-9.9pp | 24.52%-10.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,504 | $4,224-40.7% | $5,098-50.9% | $4,139-39.5% |
| Admin fee / account holder | $7,508 | $9,013-16.7% | $12,098-37.9% | $7,234+3.8% |