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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 | $134,157 | $95,453+40.5% | $112,040+19.7% | $82,448+62.7% |
| Participation rate | 48.5% | 72.8%-24.3pp | 76.5%-28.0pp | 68.1%-19.6pp |
| Annual return | 15.20% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,548 | $4,224-39.7% | $5,098-50.0% | $4,139-38.4% |
| Admin fee / account holder | $12,500 | $9,013+38.7% | $12,098+3.3% | $7,234+72.8% |