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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 | $131,318 | $71,230+84.4% | $93,727+40.1% | $80,959+62.2% |
| Participation rate | 36.8% | 60.4%-23.6pp | 68.7%-31.9pp | 67.7%-30.8pp |
| Annual return | 12.52% | 11.26%+1.3pp | 133.83%-121.3pp | 35.67%-23.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,249 | $4,037-69.1% | $4,417-71.7% | $4,300-70.9% |
| Admin fee / account holder | $1,685 | $6,961-75.8% | $8,292-79.7% | $6,925-75.7% |