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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 | $116,845 | $72,486+61.2% | $87,103+34.1% | $72,976+60.1% |
| Participation rate | 37.1% | 72.8%-35.7pp | 76.9%-39.7pp | 69.5%-32.3pp |
| Annual return | 25.72% | 24.46%+1.3pp | 28.19%-2.5pp | 81.02%-55.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,141 | $3,270-34.5% | $4,049-47.1% | $3,608-40.7% |
| Admin fee / account holder | $931 | $5,055-81.6% | $7,491-87.6% | $5,124-81.8% |