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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 | $120,816 | $73,787+63.7% | $98,716+22.4% | $82,448+46.5% |
| Participation rate | 64.7% | 61.4%+3.3pp | 69.3%-4.6pp | 68.1%-3.4pp |
| Annual return | 17.15% | 18.57%-1.4pp | 31.81%-14.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,499 | $3,081+13.6% | $4,048-13.5% | $4,139-15.5% |
| Admin fee / account holder | $1,719 | $6,500-73.6% | $8,703-80.3% | $7,234-76.2% |