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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 | $109,148 | $72,492+50.6% | $87,104+25.3% | $72,975+49.6% |
| Participation rate | 48.1% | 72.8%-24.7pp | 76.9%-28.7pp | 69.5%-21.3pp |
| Annual return | 18.73% | 24.46%-5.7pp | 28.19%-9.5pp | 81.01%-62.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,955 | $3,270-40.2% | $4,048-51.7% | $3,608-45.8% |
| Admin fee / account holder | $2,809 | $5,055-44.4% | $7,491-62.5% | $5,124-45.2% |