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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 | $125,866 | $83,898+50.0% | $133,346-5.6% | $94,015+33.9% |
| Participation rate | 34.5% | 63.4%-28.9pp | 72.8%-38.4pp | 70.8%-36.3pp |
| Annual return | 15.95% | 16.00%0pp | 36.85%-20.9pp | 17.84%-1.9pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,415 | $3,245-56.4% | $4,332-67.3% | $4,249-66.7% |
| Admin fee / account holder | $1,981 | $7,809-74.6% | $14,264-86.1% | $8,951-77.9% |