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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 | $131,048 | $60,349+117.2% | $74,184+76.7% | $62,881+108.4% |
| Participation rate | 28.6% | 72.7%-44.2pp | 76.6%-48.0pp | 69.3%-40.7pp |
| Annual return | 9.16% | 21.38%-12.2pp | 17.74%-8.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,336 | $2,856-18.2% | $3,550-34.2% | $3,203-27.1% |
| Admin fee / account holder | $640 | $4,261-85.0% | $5,586-88.5% | $4,296-85.1% |