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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 | $140,417 | $71,057+97.6% | $93,654+49.9% | $80,874+73.6% |
| Participation rate | 42.0% | 60.4%-18.4pp | 68.7%-26.7pp | 67.6%-25.6pp |
| Annual return | 10.28% | 11.26%-1.0pp | 133.34%-123.1pp | 35.62%-25.3pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,773 | $4,034-31.3% | $4,413-37.2% | $4,297-35.5% |
| Admin fee / account holder | $10,813 | $6,944+55.7% | $8,282+30.6% | $6,935+55.9% |