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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 | $105,575 | $75,963+39.0% | $97,995+7.7% | $70,126+50.6% |
| Participation rate | 52.1% | 77.0%-24.9pp | 82.4%-30.3pp | 69.5%-17.5pp |
| Annual return | 16.02% | 19.26%-3.2pp | 23.94%-7.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $3,278-100.0% | $4,158-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,949 | $4,053+46.8% | $5,097+16.7% | $3,332+78.5% |
| Admin fee / account holder | $10,816 | $5,407+100.0% | $5,943+82.0% | $4,645+132.8% |