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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 | $114,529 | $81,504+40.5% | $102,437+11.8% | $80,959+41.5% |
| Participation rate | 57.1% | 66.9%-9.7pp | 74.5%-17.4pp | 67.7%-10.5pp |
| Annual return | 27.23% | 25.60%+1.6pp | 24.95%+2.3pp | 35.67%-8.4pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,728 | $3,871-3.7% | $5,060-26.3% | $4,300-13.3% |
| Admin fee / account holder | $9,250 | $6,719+37.7% | $8,388+10.3% | $6,925+33.6% |