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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 | $76,834+57.2% | $108,359+11.5% | $87,485+38.1% |
| Participation rate | 33.8% | 61.7%-27.9pp | 70.1%-36.3pp | 68.9%-35.1pp |
| Annual return | 14.49% | 19.09%-4.6pp | 36.89%-22.4pp | 26.06%-11.6pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,459 | $3,100-20.7% | $4,137-40.6% | $4,274-42.5% |
| Admin fee / account holder | $1,673 | $6,537-74.4% | $9,741-82.8% | $7,775-78.5% |