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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 | $134,035 | $97,648+37.3% | $121,663+10.2% | $87,485+53.2% |
| Participation rate | 57.9% | 70.5%-12.6pp | 74.5%-16.6pp | 68.9%-11.0pp |
| Annual return | 13.86% | 18.03%-4.2pp | 147.54%-133.7pp | 26.06%-12.2pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,998 | $3,923-49.1% | $4,887-59.1% | $4,274-53.2% |
| Admin fee / account holder | $6,553 | $11,100-41.0% | $14,289-54.1% | $7,775-15.7% |