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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 | $128,404 | $78,520+63.5% | $96,576+33.0% | $82,448+55.7% |
| Participation rate | 60.0% | 77.7%-17.7pp | 81.4%-21.4pp | 68.1%-8.1pp |
| Annual return | 18.15% | 41.30%-23.2pp | 38.47%-20.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,912 | $6,754-27.3% | $7,956-38.3% | $4,139+18.7% |
| Admin fee / account holder | $2,416 | $13,455-82.0% | $11,381-78.8% | $7,234-66.6% |