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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 | $121,443 | $59,123+105.4% | $77,183+57.3% | $75,181+61.5% |
| Participation rate | 64.0% | 63.9%+0.1pp | 69.6%-5.6pp | 67.2%-3.2pp |
| Annual return | 14.95% | 26.72%-11.8pp | 37.89%-22.9pp | 160.69%-145.7pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,309 | $2,999-56.4% | $3,833-65.9% | $4,126-68.3% |
| Admin fee / account holder | $1,907 | $4,776-60.1% | $5,475-65.2% | $5,650-66.2% |