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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 | $119,032 | $59,440+100.3% | $78,004+52.6% | $82,637+44.0% |
| Participation rate | 49.0% | 62.8%-13.8pp | 69.4%-20.4pp | 68.1%-19.0pp |
| Annual return | 15.14% | 40.24%-25.1pp | 31.07%-15.9pp | 53.51%-38.4pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,876 | $3,138+278.4% | $4,092+190.2% | $4,126+187.8% |
| Admin fee / account holder | $1,946 | $5,504-64.6% | $7,578-74.3% | $7,339-73.5% |