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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 | $133,611 | $86,919+53.7% | $102,457+30.4% | $80,911+65.1% |
| Participation rate | 29.0% | 72.4%-43.3pp | 76.5%-47.5pp | 67.6%-38.6pp |
| Annual return | 12.63% | 18.90%-6.3pp | 29.41%-16.8pp | 35.63%-23.0pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,246 | $4,119-45.5% | $5,054-55.6% | $4,297-47.7% |
| Admin fee / account holder | $1,226 | $8,049-84.8% | $9,451-87.0% | $6,935-82.3% |