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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 | $150,122 | $69,273+116.7% | $90,796+65.3% | $82,637+81.7% |
| Participation rate | 26.3% | 64.0%-37.7pp | 69.5%-43.2pp | 68.1%-41.7pp |
| Annual return | 13.55% | 18.37%-4.8pp | 19.29%-5.7pp | 53.51%-40.0pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,224 | $3,047-27.0% | $3,822-41.8% | $4,126-46.1% |
| Admin fee / account holder | $7,459 | $5,511+35.4% | $7,024+6.2% | $7,339+1.6% |