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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 | $108,535 | $86,940+24.8% | $102,434+6.0% | $80,935+34.1% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.7%-7.7pp |
| Annual return | 16.34% | 18.89%-2.6pp | 29.46%-13.1pp | 35.66%-19.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,245 | $4,121+3.0% | $5,055-16.0% | $4,299-1.3% |
| Admin fee / account holder | $13,964 | $8,047+73.5% | $9,462+47.6% | $6,924+101.7% |