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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 | $102,391 | $72,486+41.3% | $87,103+17.6% | $72,976+40.3% |
| Participation rate | 39.5% | 72.8%-33.3pp | 76.9%-37.3pp | 69.5%-30.0pp |
| Annual return | 20.83% | 24.46%-3.6pp | 28.19%-7.4pp | 81.02%-60.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,996 | $3,270+22.2% | $4,049-1.3% | $3,608+10.8% |
| Admin fee / account holder | $7,715 | $5,055+52.6% | $7,491+3.0% | $5,124+50.6% |