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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 | $126,678 | $86,949+45.7% | $102,460+23.6% | $80,959+56.5% |
| Participation rate | 46.7% | 72.4%-25.7pp | 76.5%-29.8pp | 67.7%-21.0pp |
| Annual return | 12.33% | 18.89%-6.6pp | 29.47%-17.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,151 | $4,121+73.5% | $5,056+41.4% | $4,300+66.3% |
| Admin fee / account holder | $6,265 | $8,048-22.2% | $9,460-33.8% | $6,925-9.5% |