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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 | $145,239 | $77,962+86.3% | $178,540-18.7% | $80,935+79.5% |
| Participation rate | 51.9% | 65.7%-13.7pp | 77.1%-25.2pp | 67.7%-15.7pp |
| Annual return | 13.07% | 18.10%-5.0pp | 27.15%-14.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,879 | $4,404+56.2% | $6,281+9.5% | $4,299+60.0% |
| Admin fee / account holder | $8,262 | $7,156+15.5% | $10,424-20.7% | $6,924+19.3% |