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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 | $114,162 | $86,940+31.3% | $102,434+11.5% | $80,935+41.1% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.7%-17.7pp |
| Annual return | 11.25% | 18.89%-7.6pp | 29.46%-18.2pp | 35.66%-24.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,683 | $4,121+13.6% | $5,055-7.4% | $4,299+8.9% |
| Admin fee / account holder | $6,026 | $8,047-25.1% | $9,462-36.3% | $6,924-13.0% |