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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 | $146,697 | $77,472+89.4% | $100,415+46.1% | $80,959+81.2% |
| Participation rate | 62.5% | 76.9%-14.4pp | 81.5%-19.0pp | 67.7%-5.2pp |
| Annual return | 14.10% | 37.26%-23.2pp | 49.47%-35.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,382 | $6,818+37.6% | $8,091+16.0% | $4,300+118.2% |
| Admin fee / account holder | $2,960 | $5,885-49.7% | $7,906-62.6% | $6,925-57.3% |