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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 | $82,261 | $56,894+44.6% | $84,753-2.9% | $62,881+30.8% |
| Participation rate | 40.9% | 68.5%-27.6pp | 76.6%-35.7pp | 69.3%-28.4pp |
| Annual return | 13.74% | 6.30%+7.4pp | 22.78%-9.0pp | 20.14%-6.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,299 | $2,709-15.1% | $3,712-38.1% | $3,203-28.2% |
| Admin fee / account holder | $5,561 | $3,581+55.3% | $5,333+4.3% | $4,296+29.5% |