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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 | $140,223 | $92,219+52.1% | $76,767+82.7% | $135,380+3.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | 6.01% | 5.46%+0.5pp | 2.43%+3.6pp | 519.81%-513.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,296 | $4,508-49.1% | $3,852-40.4% | $5,609-59.1% |
| Admin fee / account holder | $19,557 | $10,749+81.9% | $6,675+193.0% | $10,828+80.6% |