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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 | $99,127 | $67,602+46.6% | $82,312+20.4% | $70,126+41.4% |
| Participation rate | 54.9% | 72.8%-17.9pp | 76.9%-22.0pp | 69.5%-14.6pp |
| Annual return | 12.99% | 21.57%-8.6pp | 25.88%-12.9pp | 73.15%-60.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,541 | $2,987+18.5% | $3,706-4.5% | $3,332+6.3% |
| Admin fee / account holder | $1,364 | $4,512-69.8% | $5,608-75.7% | $4,645-70.6% |