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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 | $138,857 | $81,476+70.4% | $102,383+35.6% | $80,925+71.6% |
| Participation rate | 32.4% | 66.8%-34.4pp | 74.5%-42.1pp | 67.7%-35.2pp |
| Annual return | 12.27% | 25.59%-13.3pp | 24.94%-12.7pp | 35.65%-23.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,473 | $3,871-10.3% | $5,060-31.4% | $4,299-19.2% |
| Admin fee / account holder | $2,263 | $6,717-66.3% | $8,391-73.0% | $6,940-67.4% |