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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 | $78,868 | $51,708+52.5% | $106,619-26.0% | $62,881+25.4% |
| Participation rate | 57.6% | 66.9%-9.2pp | 78.0%-20.4pp | 69.3%-11.7pp |
| Annual return | 9.73% | 4.69%+5.0pp | 9.42%+0.3pp | 20.14%-10.4pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,677 | $2,315+15.6% | $3,930-31.9% | $3,203-16.4% |
| Admin fee / account holder | $2,783 | $3,349-16.9% | $6,418-56.6% | $4,296-35.2% |