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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 | $89,531 | $56,894+57.4% | $84,753+5.6% | $62,881+42.4% |
| Participation rate | 41.1% | 68.5%-27.4pp | 76.6%-35.5pp | 69.3%-28.2pp |
| Annual return | 14.60% | 6.30%+8.3pp | 22.78%-8.2pp | 20.14%-5.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,280 | $2,709+21.1% | $3,712-11.6% | $3,203+2.4% |
| Admin fee / account holder | $7,086 | $3,581+97.9% | $5,333+32.9% | $4,296+64.9% |