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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 | $102,898 | $71,230+44.5% | $93,727+9.8% | $80,959+27.1% |
| Participation rate | 42.9% | 60.4%-17.5pp | 68.7%-25.9pp | 67.7%-24.8pp |
| Annual return | 13.97% | 11.26%+2.7pp | 133.83%-119.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,734 | $4,037-32.3% | $4,417-38.1% | $4,300-36.4% |
| Admin fee / account holder | $911 | $6,961-86.9% | $8,292-89.0% | $6,925-86.8% |