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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 | $114,234 | $72,272+58.1% | $101,264+12.8% | $79,858+43.0% |
| Participation rate | 64.3% | 68.5%-4.2pp | 75.8%-11.5pp | 69.6%-5.3pp |
| Annual return | 15.69% | 22.30%-6.6pp | 46.48%-30.8pp | 31.72%-16.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,668 | $3,282-49.2% | $4,370-61.8% | $3,740-55.4% |
| Admin fee / account holder | $552 | $4,401-87.4% | $5,947-90.7% | $5,306-89.6% |