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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 | $116,119 | $80,985+43.4% | $96,576+20.2% | $75,181+54.5% |
| Participation rate | 24.4% | 71.8%-47.3pp | 76.0%-51.5pp | 67.2%-42.8pp |
| Annual return | 22.95% | 27.05%-4.1pp | 25.87%-2.9pp | 160.69%-137.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,794 | $3,929-54.3% | $4,851-63.0% | $4,126-56.5% |
| Admin fee / account holder | $11,530 | $6,719+71.6% | $8,253+39.7% | $5,650+104.1% |