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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 | $115,818 | $57,140+102.7% | $85,240+35.9% | $80,959+43.1% |
| Participation rate | 14.9% | 56.4%-41.5pp | 67.5%-52.6pp | 67.7%-52.8pp |
| Annual return | 13.91% | 21.71%-7.8pp | 66.75%-52.8pp | 35.67%-21.8pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $845 | $3,115-72.9% | $4,527-81.3% | $4,300-80.4% |
| Admin fee / account holder | $644 | $4,992-87.1% | $6,165-89.6% | $6,925-90.7% |