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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 | $141,959 | $97,550+45.5% | $120,344+18.0% | $87,485+62.3% |
| Participation rate | 31.6% | 72.8%-41.2pp | 76.7%-45.1pp | 68.9%-37.4pp |
| Annual return | 16.59% | 18.41%-1.8pp | 20.30%-3.7pp | 26.06%-9.5pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,140 | $4,230-49.4% | $5,135-58.3% | $4,274-49.9% |
| Admin fee / account holder | $6,577 | $9,543-31.1% | $12,742-48.4% | $7,775-15.4% |