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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 | $123,699 | $77,574+59.5% | $108,753+13.7% | $86,983+42.2% |
| Participation rate | 27.8% | 62.3%-34.5pp | 71.1%-43.3pp | 69.5%-41.8pp |
| Annual return | 14.13% | 18.42%-4.3pp | 37.47%-23.3pp | 25.83%-11.7pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,537 | $3,128-18.9% | $4,115-38.3% | $4,194-39.5% |
| Admin fee / account holder | $8,055 | $6,529+23.4% | $10,320-21.9% | $7,856+2.5% |