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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 | $109,013 | $57,590+89.3% | $86,233+26.4% | $82,448+32.2% |
| Participation rate | 58.8% | 57.9%+1.0pp | 69.0%-10.2pp | 68.1%-9.2pp |
| Annual return | 17.82% | 22.41%-4.6pp | 61.39%-43.6pp | 41.64%-23.8pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,829 | $3,080+186.7% | $4,559+93.7% | $4,139+113.3% |
| Admin fee / account holder | $1,931 | $4,730-59.2% | $8,342-76.9% | $7,234-73.3% |