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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 | $129,012 | $64,920+98.7% | $103,693+24.4% | $86,983+48.3% |
| Participation rate | 41.7% | 63.6%-21.9pp | 72.6%-31.0pp | 69.5%-27.9pp |
| Annual return | 15.53% | 30.29%-14.8pp | 47.61%-32.1pp | 25.83%-10.3pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,483 | $3,241+69.2% | $4,579+19.7% | $4,194+30.7% |
| Admin fee / account holder | $990 | $6,191-84.0% | $7,858-87.4% | $7,856-87.4% |