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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 | $123,040 | $73,787+66.8% | $98,716+24.6% | $82,448+49.2% |
| Participation rate | 35.1% | 61.4%-26.3pp | 69.3%-34.2pp | 68.1%-32.9pp |
| Annual return | 15.13% | 18.57%-3.4pp | 31.81%-16.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,384 | $3,081-55.1% | $4,048-65.8% | $4,139-66.6% |
| Admin fee / account holder | $6,161 | $6,500-5.2% | $8,703-29.2% | $7,234-14.8% |