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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 | $130,053 | $64,359+102.1% | $90,161+44.2% | $70,126+85.5% |
| Participation rate | 67.4% | 70.4%-3.0pp | 76.9%-9.4pp | 69.5%-2.1pp |
| Annual return | 14.96% | 28.13%-13.2pp | 34.89%-19.9pp | 73.15%-58.2pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,122 | $4,389+39.5% | $5,287+15.8% | $3,332+83.7% |
| Admin fee / account holder | $5,236 | $3,945+32.7% | $5,943-11.9% | $4,645+12.7% |