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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 | $111,494 | $72,273+54.3% | $101,275+10.1% | $79,856+39.6% |
| Participation rate | 56.4% | 68.5%-12.0pp | 75.8%-19.4pp | 69.6%-13.2pp |
| Annual return | 17.48% | 22.30%-4.8pp | 46.48%-29.0pp | 31.71%-14.2pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,333 | $3,282+62.5% | $4,371+22.0% | $3,741+42.6% |
| Admin fee / account holder | $3,355 | $4,401-23.8% | $5,948-43.6% | $5,306-36.8% |