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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 | $95,040 | $73,787+28.8% | $98,716-3.7% | $82,448+15.3% |
| Participation rate | 42.9% | 61.4%-18.6pp | 69.3%-26.4pp | 68.1%-25.2pp |
| Annual return | 16.76% | 18.57%-1.8pp | 31.81%-15.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,403 | $3,081+10.4% | $4,048-15.9% | $4,139-17.8% |
| Admin fee / account holder | $11,005 | $6,500+69.3% | $8,703+26.4% | $7,234+52.1% |