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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 | $125,160 | $72,273+73.2% | $101,275+23.6% | $79,856+56.7% |
| Participation rate | 32.1% | 68.5%-36.3pp | 75.8%-43.7pp | 69.6%-37.5pp |
| Annual return | 20.86% | 22.30%-1.4pp | 46.48%-25.6pp | 31.71%-10.8pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,899 | $3,282-42.1% | $4,371-56.6% | $3,741-49.2% |
| Admin fee / account holder | $5,277 | $4,401+19.9% | $5,948-11.3% | $5,306-0.5% |