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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 | $82,726 | $57,119+44.8% | $85,187-2.9% | $80,935+2.2% |
| Participation rate | 61.8% | 56.4%+5.4pp | 67.5%-5.8pp | 67.7%-5.9pp |
| Annual return | 12.75% | 21.70%-8.9pp | 66.67%-53.9pp | 35.66%-22.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,299 | $3,115+134.3% | $4,525+61.3% | $4,299+69.8% |
| Admin fee / account holder | $732 | $4,990-85.3% | $6,162-88.1% | $6,924-89.4% |