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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 | $112,146 | $65,364+71.6% | $92,909+20.7% | $72,975+53.7% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 23.34% | 42.11%-18.8pp | 109.44%-86.1pp | 81.01%-57.7pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,027 | $3,128+28.7% | $4,238-5.0% | $3,608+11.6% |
| Admin fee / account holder | $586 | $4,251-86.2% | $5,795-89.9% | $5,124-88.6% |