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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 | $83,898+44.0% | $133,346-9.4% | $94,015+28.5% |
| Participation rate | 64.7% | 63.4%+1.4pp | 72.8%-8.1pp | 70.8%-6.1pp |
| Annual return | 17.15% | 16.00%+1.2pp | 36.85%-19.7pp | 17.84%-0.7pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,499 | $3,245+7.8% | $4,332-19.2% | $4,249-17.7% |
| Admin fee / account holder | $1,719 | $7,809-78.0% | $14,264-88.0% | $8,951-80.8% |