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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 | $137,062 | $81,476+68.2% | $102,383+33.9% | $80,925+69.4% |
| Participation rate | 40.7% | 66.8%-26.1pp | 74.5%-33.8pp | 67.7%-26.9pp |
| Annual return | 25.16% | 25.59%-0.4pp | 24.94%+0.2pp | 35.65%-10.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,715 | $3,871+47.6% | $5,060+13.0% | $4,299+33.0% |
| Admin fee / account holder | $770 | $6,717-88.5% | $8,391-90.8% | $6,940-88.9% |