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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 | $108,794 | $73,787+47.4% | $98,716+10.2% | $82,448+32.0% |
| Participation rate | 34.3% | 61.4%-27.1pp | 69.3%-35.0pp | 68.1%-33.8pp |
| Annual return | 13.78% | 18.57%-4.8pp | 31.81%-18.0pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,974 | $3,081-3.5% | $4,048-26.5% | $4,139-28.1% |
| Admin fee / account holder | $13,754 | $6,500+111.6% | $8,703+58.0% | $7,234+90.1% |