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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 | $76,834+75.1% | $108,359+24.2% | $87,485+53.8% |
| Participation rate | 35.7% | 61.7%-26.0pp | 70.1%-34.4pp | 68.9%-33.2pp |
| Annual return | 15.00% | 19.09%-4.1pp | 36.89%-21.9pp | 26.06%-11.1pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,414 | $3,100+10.1% | $4,137-17.5% | $4,274-20.1% |
| Admin fee / account holder | $2,007 | $6,537-69.3% | $9,741-79.4% | $7,775-74.2% |