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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 | $105,312 | $64,920+62.2% | $103,693+1.6% | $86,983+21.1% |
| Participation rate | 53.8% | 63.6%-9.7pp | 72.6%-18.8pp | 69.5%-15.7pp |
| Annual return | 14.47% | 30.29%-15.8pp | 47.61%-33.1pp | 25.83%-11.4pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,433 | $3,241-24.9% | $4,579-46.9% | $4,194-42.0% |
| Admin fee / account holder | $3,368 | $6,191-45.6% | $7,858-57.1% | $7,856-57.1% |