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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 | $121,836 | $56,287+116.5% | $80,977+50.5% | $62,881+93.8% |
| Participation rate | 52.9% | 68.9%-16.0pp | 75.8%-22.9pp | 69.3%-16.4pp |
| Annual return | 15.36% | 22.13%-6.8pp | 17.11%-1.7pp | 20.14%-4.8pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,663 | $4,196+82.6% | $5,696+34.5% | $3,203+139.2% |
| Admin fee / account holder | $3,909 | $3,742+4.5% | $5,517-29.1% | $4,296-9.0% |