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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 | $108,235 | $78,520+37.8% | $96,576+12.1% | $82,448+31.3% |
| Participation rate | 67.7% | 77.7%-10.0pp | 81.4%-13.7pp | 68.1%-0.3pp |
| Annual return | 15.85% | 41.30%-25.5pp | 38.47%-22.6pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,441 | $6,754-4.6% | $7,956-19.0% | $4,139+55.6% |
| Admin fee / account holder | $18,800 | $13,455+39.7% | $11,381+65.2% | $7,234+159.9% |