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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 | $129,069 | $80,985+59.4% | $96,576+33.6% | $75,181+71.7% |
| Participation rate | 25.7% | 71.8%-46.1pp | 76.0%-50.3pp | 67.2%-41.5pp |
| Annual return | 15.65% | 27.05%-11.4pp | 25.87%-10.2pp | 160.69%-145.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,377 | $3,929-39.5% | $4,851-51.0% | $4,126-42.4% |
| Admin fee / account holder | $10,998 | $6,719+63.7% | $8,253+33.3% | $5,650+94.7% |