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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 | $115,269 | $86,940+32.6% | $102,434+12.5% | $80,935+42.4% |
| Participation rate | 55.6% | 72.4%-16.8pp | 76.5%-21.0pp | 67.7%-12.1pp |
| Annual return | 17.19% | 18.89%-1.7pp | 29.46%-12.3pp | 35.66%-18.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,073 | $4,121+47.4% | $5,055+20.1% | $4,299+41.2% |
| Admin fee / account holder | $1,966 | $8,047-75.6% | $9,462-79.2% | $6,924-71.6% |