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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 | $86,922+31.3% | $102,438+11.4% | $80,874+41.2% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.6%-17.6pp |
| Annual return | 11.25% | 18.90%-7.6pp | 29.37%-18.1pp | 35.62%-24.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,683 | $4,119+13.7% | $5,054-7.3% | $4,297+9.0% |
| Admin fee / account holder | $6,026 | $8,050-25.1% | $9,448-36.2% | $6,935-13.1% |