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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 | $92,633 | $67,606+37.0% | $82,313+12.5% | $70,124+32.1% |
| Participation rate | 47.7% | 72.8%-25.0pp | 76.9%-29.2pp | 69.5%-21.8pp |
| Annual return | 14.25% | 21.57%-7.3pp | 25.88%-11.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,061 | $2,987+2.5% | $3,706-17.4% | $3,332-8.1% |
| Admin fee / account holder | $7,738 | $4,512+71.5% | $5,608+38.0% | $4,645+66.6% |