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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 | $125,995 | $52,580+139.6% | $71,671+75.8% | $70,126+79.7% |
| Participation rate | 24.2% | 60.9%-36.6pp | 68.7%-44.5pp | 69.5%-45.3pp |
| Annual return | 21.55% | 20.25%+1.3pp | 20.65%+0.9pp | 73.15%-51.6pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,961 | $2,386-17.8% | $3,438-43.0% | $3,332-41.1% |
| Admin fee / account holder | $6,456 | $3,653+76.7% | $5,558+16.1% | $4,645+39.0% |