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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 | $112,766 | $72,486+55.6% | $87,103+29.5% | $72,976+54.5% |
| Participation rate | 37.0% | 72.8%-35.8pp | 76.9%-39.8pp | 69.5%-32.5pp |
| Annual return | 17.16% | 24.46%-7.3pp | 28.19%-11.0pp | 81.02%-63.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,351 | $3,270-28.1% | $4,049-41.9% | $3,608-34.8% |
| Admin fee / account holder | $5,431 | $5,055+7.5% | $7,491-27.5% | $5,124+6.0% |