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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 | $85,953 | $60,349+42.4% | $74,184+15.9% | $62,881+36.7% |
| Participation rate | 32.1% | 72.7%-40.6pp | 76.6%-44.5pp | 69.3%-37.2pp |
| Annual return | 8.42% | 21.38%-13.0pp | 17.74%-9.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,949 | $2,856-31.8% | $3,550-45.1% | $3,203-39.2% |
| Admin fee / account holder | $11,176 | $4,261+162.3% | $5,586+100.1% | $4,296+160.2% |