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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 | $99,401 | $79,961+24.3% | $98,462+1.0% | $75,177+32.2% |
| Participation rate | 52.2% | 70.4%-18.2pp | 75.2%-23.0pp | 67.2%-15.0pp |
| Annual return | 17.71% | 19.75%-2.0pp | 21.17%-3.5pp | 160.75%-143.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,551 | $3,753+181.2% | $4,738+122.7% | $4,126+155.7% |
| Admin fee / account holder | $1,783 | $6,842-73.9% | $8,875-79.9% | $5,651-68.5% |