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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 | $109,334 | $71,230+53.5% | $93,727+16.7% | $80,959+35.0% |
| Participation rate | 35.1% | 60.4%-25.3pp | 68.7%-33.6pp | 67.7%-32.5pp |
| Annual return | 15.53% | 11.26%+4.3pp | 133.83%-118.3pp | 35.67%-20.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,900 | $4,037-52.9% | $4,417-57.0% | $4,300-55.8% |
| Admin fee / account holder | $1,055 | $6,961-84.8% | $8,292-87.3% | $6,925-84.8% |