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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 | $133,137 | $63,365+110.1% | $91,994+44.7% | $72,975+82.4% |
| Participation rate | 56.1% | 72.5%-16.4pp | 78.6%-22.5pp | 69.5%-13.3pp |
| Annual return | 22.75% | 35.35%-12.6pp | 69.04%-46.3pp | 81.01%-58.3pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,007 | $4,883+2.5% | $5,924-15.5% | $3,608+38.8% |
| Admin fee / account holder | $12,279 | $4,670+163.0% | $7,744+58.6% | $5,124+139.6% |