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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 | $123,105 | $71,215+72.9% | $93,696+31.4% | $80,935+52.1% |
| Participation rate | 34.6% | 60.4%-25.8pp | 68.7%-34.1pp | 67.7%-33.0pp |
| Annual return | 12.19% | 11.27%+0.9pp | 133.74%-121.6pp | 35.66%-23.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,114 | $4,037-47.6% | $4,417-52.1% | $4,299-50.8% |
| Admin fee / account holder | $8,551 | $6,958+22.9% | $8,287+3.2% | $6,924+23.5% |