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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 | $124,108 | $46,596+166.3% | $64,099+93.6% | $75,181+65.1% |
| Participation rate | 69.0% | 65.9%+3.0pp | 72.3%-3.3pp | 67.2%+1.8pp |
| Annual return | 15.98% | 26.04%-10.1pp | 33.70%-17.7pp | 160.69%-144.7pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,792 | $2,837+33.6% | $3,881-2.3% | $4,126-8.1% |
| Admin fee / account holder | $1,274 | $2,954-56.9% | $3,070-58.5% | $5,650-77.4% |