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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 | $130,658 | $43,075+203.3% | $74,577+75.2% | $62,881+107.8% |
| Participation rate | 20.5% | 58.1%-37.5pp | 68.1%-47.6pp | 69.3%-48.8pp |
| Annual return | 6.38% | 17.50%-11.1pp | 20.47%-14.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,754 | $2,389+15.3% | $3,458-20.4% | $3,203-14.0% |
| Admin fee / account holder | $2,991 | $2,840+5.3% | $4,138-27.7% | $4,296-30.4% |