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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 | $115,452 | $72,492+59.3% | $87,102+32.5% | $72,983+58.2% |
| Participation rate | 46.8% | 72.8%-26.0pp | 76.9%-30.1pp | 69.5%-22.7pp |
| Annual return | 23.00% | 24.46%-1.5pp | 28.19%-5.2pp | 81.01%-58.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,977 | $3,270-39.5% | $4,048-51.2% | $3,608-45.2% |
| Admin fee / account holder | $9,942 | $5,055+96.7% | $7,491+32.7% | $5,124+94.0% |