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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 | $92,877 | $72,492+28.1% | $87,104+6.6% | $72,975+27.3% |
| Participation rate | 36.4% | 72.8%-36.4pp | 76.9%-40.5pp | 69.5%-33.1pp |
| Annual return | 27.85% | 24.46%+3.4pp | 28.19%-0.3pp | 81.01%-53.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,614 | $3,270+10.5% | $4,048-10.7% | $3,608+0.2% |
| Admin fee / account holder | $16,260 | $5,055+221.7% | $7,491+117.1% | $5,124+217.3% |