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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 | $100,194+41.7% | $122,979+15.4% | $86,983+63.2% |
| Participation rate | 31.6% | 73.0%-41.4pp | 77.2%-45.6pp | 69.5%-38.0pp |
| Annual return | 16.59% | 16.47%+0.1pp | 20.12%-3.5pp | 25.83%-9.2pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,140 | $4,133-48.2% | $5,003-57.2% | $4,194-49.0% |
| Admin fee / account holder | $6,577 | $10,148-35.2% | $12,864-48.9% | $7,856-16.3% |