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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 | $120,817 | $73,787+63.7% | $98,716+22.4% | $82,448+46.5% |
| Participation rate | 33.8% | 61.4%-27.6pp | 69.3%-35.5pp | 68.1%-34.3pp |
| Annual return | 14.49% | 18.57%-4.1pp | 31.81%-17.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,459 | $3,081-20.2% | $4,048-39.2% | $4,139-40.6% |
| Admin fee / account holder | $1,673 | $6,500-74.3% | $8,703-80.8% | $7,234-76.9% |