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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 | $107,747 | $86,940+23.9% | $102,434+5.2% | $80,935+33.1% |
| Participation rate | 18.2% | 72.4%-54.2pp | 76.5%-58.3pp | 67.7%-49.5pp |
| Annual return | 19.56% | 18.89%+0.7pp | 29.46%-9.9pp | 35.66%-16.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,272 | $4,121-44.9% | $5,055-55.1% | $4,299-47.2% |
| Admin fee / account holder | $1,263 | $8,047-84.3% | $9,462-86.7% | $6,924-81.8% |