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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 | $117,275 | $67,602+73.5% | $82,312+42.5% | $70,126+67.2% |
| Participation rate | 23.1% | 72.8%-49.7pp | 76.9%-53.8pp | 69.5%-46.5pp |
| Annual return | 16.10% | 21.57%-5.5pp | 25.88%-9.8pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,669 | $2,987+56.3% | $3,706+26.0% | $3,332+40.1% |
| Admin fee / account holder | $14,361 | $4,512+218.3% | $5,608+156.1% | $4,645+209.1% |