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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 | $116,568 | $72,492+60.8% | $87,102+33.8% | $72,983+59.7% |
| Participation rate | 31.6% | 72.8%-41.2pp | 76.9%-45.3pp | 69.5%-37.9pp |
| Annual return | 17.14% | 24.46%-7.3pp | 28.19%-11.1pp | 81.01%-63.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,701 | $3,270-48.0% | $4,048-58.0% | $3,608-52.8% |
| Admin fee / account holder | $7,187 | $5,055+42.2% | $7,491-4.1% | $5,124+40.3% |