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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 | $91,465 | $52,279+75.0% | $89,435+2.3% | $79,856+14.5% |
| Participation rate | 61.3% | 57.5%+3.8pp | 68.0%-6.7pp | 69.6%-8.4pp |
| Annual return | 26.31% | 22.16%+4.2pp | 245.55%-219.2pp | 31.71%-5.4pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,130 | $2,740+87.2% | $3,890+31.9% | $3,741+37.2% |
| Admin fee / account holder | $2,135 | $3,356-36.4% | $4,884-56.3% | $5,306-59.8% |