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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 | $106,676 | $72,272+47.6% | $101,264+5.3% | $79,858+33.6% |
| Participation rate | 31.0% | 68.5%-37.4pp | 75.8%-44.8pp | 69.6%-38.6pp |
| Annual return | 16.08% | 22.30%-6.2pp | 46.48%-30.4pp | 31.72%-15.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,985 | $3,282-39.5% | $4,370-54.6% | $3,740-46.9% |
| Admin fee / account holder | $6,035 | $4,401+37.1% | $5,947+1.5% | $5,306+13.7% |