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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 | $134,542 | $83,898+60.4% | $133,346+0.9% | $94,015+43.1% |
| Participation rate | 35.7% | 63.4%-27.6pp | 72.8%-37.1pp | 70.8%-35.1pp |
| Annual return | 15.00% | 16.00%-1.0pp | 36.85%-21.9pp | 17.84%-2.8pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,414 | $3,245+5.2% | $4,332-21.2% | $4,249-19.7% |
| Admin fee / account holder | $2,007 | $7,809-74.3% | $14,264-85.9% | $8,951-77.6% |