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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 | $138,700 | $86,940+59.5% | $102,434+35.4% | $80,935+71.4% |
| Participation rate | 66.0% | 72.4%-6.4pp | 76.5%-10.6pp | 67.7%-1.7pp |
| Annual return | 11.64% | 18.89%-7.3pp | 29.46%-17.8pp | 35.66%-24.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,478 | $4,121-39.9% | $5,055-51.0% | $4,299-42.4% |
| Admin fee / account holder | $696 | $8,047-91.4% | $9,462-92.6% | $6,924-90.0% |