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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 | $73,787+70.6% | $98,716+27.5% | $82,448+52.7% |
| Participation rate | 34.5% | 61.4%-26.9pp | 69.3%-34.8pp | 68.1%-33.6pp |
| Annual return | 15.95% | 18.57%-2.6pp | 31.81%-15.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,415 | $3,081-54.1% | $4,048-65.0% | $4,139-65.8% |
| Admin fee / account holder | $1,981 | $6,500-69.5% | $8,703-77.2% | $7,234-72.6% |