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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 | $119,624 | $62,672+90.9% | $185,117-35.4% | $70,126+70.6% |
| Participation rate | 57.1% | 63.8%-6.6pp | 77.3%-20.1pp | 69.5%-12.4pp |
| Annual return | 15.80% | 40.79%-25.0pp | 40.50%-24.7pp | 73.15%-57.4pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,895 | $3,272+49.6% | $5,045-3.0% | $3,332+46.9% |
| Admin fee / account holder | $357 | $3,932-90.9% | $8,159-95.6% | $4,645-92.3% |