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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 | $116,361 | $59,839+94.5% | $81,991+41.9% | $79,852+45.7% |
| Participation rate | 42.9% | 61.6%-18.8pp | 69.3%-26.4pp | 69.6%-26.8pp |
| Annual return | 14.70% | 17.56%-2.9pp | 41.31%-26.6pp | 31.72%-17.0pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,404 | $2,695-10.8% | $3,722-35.4% | $3,740-35.7% |
| Admin fee / account holder | $11,002 | $4,287+156.6% | $5,665+94.2% | $5,306+107.3% |