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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 | $131,228 | $72,272+81.6% | $101,264+29.6% | $79,858+64.3% |
| Participation rate | 61.8% | 68.5%-6.7pp | 75.8%-14.0pp | 69.6%-7.9pp |
| Annual return | 12.63% | 22.30%-9.7pp | 46.48%-33.9pp | 31.72%-19.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,425 | $3,282+34.9% | $4,370+1.3% | $3,740+18.3% |
| Admin fee / account holder | $959 | $4,401-78.2% | $5,947-83.9% | $5,306-81.9% |