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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 | $144,564 | $58,851+145.6% | $115,170+25.5% | $72,975+98.1% |
| Participation rate | 65.5% | 65.5%0pp | 75.9%-10.4pp | 69.5%-4.0pp |
| Annual return | 24.56% | 23.16%+1.4pp | 35.60%-11.0pp | 81.01%-56.5pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,358 | $2,643+254.1% | $4,169+124.5% | $3,608+159.4% |
| Admin fee / account holder | $6,524 | $6,370+2.4% | $7,089-8.0% | $5,124+27.3% |