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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 | $125,399 | $81,504+53.9% | $102,437+22.4% | $80,959+54.9% |
| Participation rate | 46.3% | 66.9%-20.5pp | 74.5%-28.2pp | 67.7%-21.3pp |
| Annual return | 12.01% | 25.60%-13.6pp | 24.95%-12.9pp | 35.67%-23.7pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,573 | $3,871-7.7% | $5,060-29.4% | $4,300-16.9% |
| Admin fee / account holder | $9,653 | $6,719+43.7% | $8,388+15.1% | $6,925+39.4% |