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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 | $101,742 | $72,486+40.4% | $87,103+16.8% | $72,976+39.4% |
| Participation rate | 55.6% | 72.8%-17.3pp | 76.9%-21.3pp | 69.5%-13.9pp |
| Annual return | 32.44% | 24.46%+8.0pp | 28.19%+4.2pp | 81.02%-48.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,941 | $3,270+20.5% | $4,049-2.7% | $3,608+9.2% |
| Admin fee / account holder | $702 | $5,055-86.1% | $7,491-90.6% | $5,124-86.3% |