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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 | $89,140 | $49,025+81.8% | $87,502+1.9% | $62,881+41.8% |
| Participation rate | 54.5% | 64.9%-10.3pp | 73.8%-19.3pp | 69.3%-14.8pp |
| Annual return | 8.30% | 10.02%-1.7pp | 12.21%-3.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,148 | $2,289+37.5% | $3,1490% | $3,203-1.7% |
| Admin fee / account holder | $2,411 | $4,065-40.7% | $4,221-42.9% | $4,296-43.9% |