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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 | $115,160 | $37,446+207.5% | $77,552+48.5% | $79,856+44.2% |
| Participation rate | 42.9% | 41.5%+1.3pp | 54.2%-11.3pp | 69.6%-26.8pp |
| Annual return | 14.06% | 39.76%-25.7pp | 54.82%-40.8pp | 31.71%-17.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,871 | $1,261+127.7% | $1,861+54.3% | $3,741-23.2% |
| Admin fee / account holder | $4,053 | $2,506+61.7% | $2,859+41.7% | $5,306-23.6% |