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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 | $98,113 | $67,894+44.5% | $89,340+9.8% | $82,448+19.0% |
| Participation rate | 43.8% | 64.0%-20.3pp | 69.6%-25.8pp | 68.1%-24.3pp |
| Annual return | 16.89% | 19.21%-2.3pp | 20.57%-3.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,283 | $3,072+72.0% | $3,823+38.2% | $4,139+27.6% |
| Admin fee / account holder | $3,275 | $5,723-42.8% | $6,704-51.1% | $7,234-54.7% |