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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 | $131,185 | $67,606+94.0% | $82,313+59.4% | $70,124+87.1% |
| Participation rate | 49.1% | 72.8%-23.7pp | 76.9%-27.8pp | 69.5%-20.4pp |
| Annual return | 15.71% | 21.57%-5.9pp | 25.88%-10.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,321 | $2,987+11.2% | $3,706-10.4% | $3,332-0.3% |
| Admin fee / account holder | $3,013 | $4,512-33.2% | $5,608-46.3% | $4,645-35.1% |