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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 | $74,535+80.5% | $100,712+33.6% | $82,637+62.8% |
| Participation rate | 35.7% | 61.2%-25.5pp | 69.3%-33.6pp | 68.1%-32.3pp |
| Annual return | 15.00% | 18.92%-3.9pp | 33.27%-18.3pp | 53.51%-38.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,414 | $3,074+11.1% | $4,085-16.4% | $4,126-17.3% |
| Admin fee / account holder | $2,007 | $6,576-69.5% | $9,256-78.3% | $7,339-72.7% |