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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 | $93,701 | $57,119+64.0% | $85,187+10.0% | $80,935+15.8% |
| Participation rate | 44.0% | 56.4%-12.4pp | 67.5%-23.5pp | 67.7%-23.7pp |
| Annual return | 17.08% | 21.70%-4.6pp | 66.67%-49.6pp | 35.66%-18.6pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,158 | $3,115+1.4% | $4,525-30.2% | $4,299-26.5% |
| Admin fee / account holder | $12,943 | $4,990+159.4% | $6,162+110.0% | $6,924+86.9% |