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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 | $131,200 | $67,602+94.1% | $82,312+59.4% | $70,126+87.1% |
| Participation rate | 34.5% | 72.8%-38.3pp | 76.9%-42.4pp | 69.5%-35.1pp |
| Annual return | 17.08% | 21.57%-4.5pp | 25.88%-8.8pp | 73.15%-56.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,366 | $2,987-20.8% | $3,706-36.2% | $3,332-29.0% |
| Admin fee / account holder | $594 | $4,512-86.8% | $5,608-89.4% | $4,645-87.2% |