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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 | $111,432 | $67,602+64.8% | $82,312+35.4% | $70,126+58.9% |
| Participation rate | 44.0% | 72.8%-28.8pp | 76.9%-32.9pp | 69.5%-25.5pp |
| Annual return | 16.61% | 21.57%-5.0pp | 25.88%-9.3pp | 73.15%-56.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,881 | $2,987-3.5% | $3,706-22.3% | $3,332-13.5% |
| Admin fee / account holder | $11,722 | $4,512+159.8% | $5,608+109.0% | $4,645+152.3% |