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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 | $112,182 | $80,983+38.5% | $96,544+16.2% | $75,177+49.2% |
| Participation rate | 34.8% | 71.8%-37.0pp | 76.0%-41.2pp | 67.2%-32.4pp |
| Annual return | 17.02% | 27.05%-10.0pp | 25.88%-8.9pp | 160.75%-143.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,203 | $3,929+57.9% | $4,851+27.9% | $4,126+50.3% |
| Admin fee / account holder | $2,790 | $6,717-58.5% | $8,254-66.2% | $5,651-50.6% |