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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 | $125,658 | $73,981+69.9% | $105,754+18.8% | $62,881+99.8% |
| Participation rate | 69.2% | 71.7%-2.5pp | 78.9%-9.7pp | 69.3%-0.1pp |
| Annual return | 7.44% | 17.60%-10.2pp | 12.25%-4.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,168 | $4,038+77.5% | $5,326+34.6% | $3,203+123.8% |
| Admin fee / account holder | $1,552 | $5,976-74.0% | $8,309-81.3% | $4,296-63.9% |