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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 | $150,122 | $67,894+121.1% | $89,340+68.0% | $82,448+82.1% |
| Participation rate | 26.3% | 64.0%-37.7pp | 69.6%-43.3pp | 68.1%-41.8pp |
| Annual return | 13.55% | 19.21%-5.7pp | 20.57%-7.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,224 | $3,072-27.6% | $3,823-41.8% | $4,139-46.3% |
| Admin fee / account holder | $7,459 | $5,723+30.3% | $6,704+11.3% | $7,234+3.1% |