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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 | $133,580 | $49,025+172.5% | $87,502+52.7% | $62,881+112.4% |
| Participation rate | 39.6% | 64.9%-25.3pp | 73.8%-34.2pp | 69.3%-29.7pp |
| Annual return | 4.66% | 10.02%-5.4pp | 12.21%-7.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,542 | $2,289+11.0% | $3,149-19.3% | $3,203-20.6% |
| Admin fee / account holder | $1,461 | $4,065-64.1% | $4,221-65.4% | $4,296-66.0% |