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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 | $137,635 | $71,215+93.3% | $93,696+46.9% | $80,935+70.1% |
| Participation rate | 57.1% | 60.4%-3.3pp | 68.7%-11.6pp | 67.7%-10.5pp |
| Annual return | 12.65% | 11.27%+1.4pp | 133.74%-121.1pp | 35.66%-23.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,782 | $4,037-31.1% | $4,417-37.0% | $4,299-35.3% |
| Admin fee / account holder | $7,750 | $6,958+11.4% | $8,287-6.5% | $6,924+11.9% |