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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 | $133,882 | $72,486+84.7% | $87,103+53.7% | $72,976+83.5% |
| Participation rate | 59.1% | 72.8%-13.7pp | 76.9%-17.8pp | 69.5%-10.4pp |
| Annual return | 21.23% | 24.46%-3.2pp | 28.19%-7.0pp | 81.02%-59.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,380 | $3,270+3.4% | $4,049-16.5% | $3,608-6.3% |
| Admin fee / account holder | $7,081 | $5,055+40.1% | $7,491-5.5% | $5,124+38.2% |