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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 | $140,057 | $77,472+80.8% | $100,415+39.5% | $80,959+73.0% |
| Participation rate | 62.1% | 76.9%-14.9pp | 81.5%-19.4pp | 67.7%-5.6pp |
| Annual return | 13.70% | 37.26%-23.6pp | 49.47%-35.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,815 | $6,818-29.4% | $8,091-40.5% | $4,300+12.0% |
| Admin fee / account holder | $7,338 | $5,885+24.7% | $7,906-7.2% | $6,925+6.0% |