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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 | $94,780 | $57,590+64.6% | $86,233+9.9% | $82,448+15.0% |
| Participation rate | 43.6% | 57.9%-14.3pp | 69.0%-25.4pp | 68.1%-24.5pp |
| Annual return | 18.86% | 22.41%-3.6pp | 61.39%-42.5pp | 41.64%-22.8pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,970 | $3,080+28.9% | $4,559-12.9% | $4,139-4.1% |
| Admin fee / account holder | $6,108 | $4,730+29.1% | $8,342-26.8% | $7,234-15.6% |