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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 | $96,619 | $47,848+101.9% | $81,473+18.6% | $70,126+37.8% |
| Participation rate | 67.5% | 58.3%+9.2pp | 68.0%-0.5pp | 69.5%-2.0pp |
| Annual return | 14.48% | 27.25%-12.8pp | 38.78%-24.3pp | 73.15%-58.7pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,768 | $2,453+94.4% | $3,537+34.8% | $3,332+43.1% |
| Admin fee / account holder | $5,195 | $3,145+65.2% | $4,561+13.9% | $4,645+11.8% |