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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 | $115,501 | $58,493+97.5% | $84,023+37.5% | $72,976+58.3% |
| Participation rate | 66.7% | 61.2%+5.4pp | 69.0%-2.4pp | 69.5%-2.8pp |
| Annual return | 25.41% | 28.93%-3.5pp | 71.32%-45.9pp | 81.02%-55.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,178 | $2,394-9.0% | $3,239-32.8% | $3,608-39.6% |
| Admin fee / account holder | $2,927 | $4,569-35.9% | $6,102-52.0% | $5,124-42.9% |