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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 | $86,940+53.7% | $102,434+30.4% | $80,935+65.1% |
| Participation rate | 29.0% | 72.4%-43.4pp | 76.5%-47.5pp | 67.7%-38.6pp |
| Annual return | 12.63% | 18.89%-6.3pp | 29.46%-16.8pp | 35.66%-23.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,246 | $4,121-45.5% | $5,055-55.6% | $4,299-47.8% |
| Admin fee / account holder | $1,226 | $8,047-84.8% | $9,462-87.0% | $6,924-82.3% |