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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 | $109,533 | $67,606+62.0% | $82,313+33.1% | $70,124+56.2% |
| Participation rate | 52.9% | 72.8%-19.8pp | 76.9%-24.0pp | 69.5%-16.6pp |
| Annual return | 17.14% | 21.57%-4.4pp | 25.88%-8.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,769 | $2,987-40.8% | $3,706-52.3% | $3,332-46.9% |
| Admin fee / account holder | $774 | $4,512-82.8% | $5,608-86.2% | $4,645-83.3% |