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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 | $58,848+85.2% | $88,179+23.6% | $82,637+31.9% |
| Participation rate | 58.8% | 57.9%+0.9pp | 69.1%-10.3pp | 68.1%-9.2pp |
| Annual return | 17.82% | 22.76%-4.9pp | 64.97%-47.1pp | 53.51%-35.7pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,829 | $3,124+182.7% | $4,614+91.4% | $4,126+114.0% |
| Admin fee / account holder | $1,931 | $4,795-59.7% | $7,673-74.8% | $7,339-73.7% |