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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 | $131,248 | $80,985+62.1% | $96,576+35.9% | $75,181+74.6% |
| Participation rate | 36.4% | 71.8%-35.4pp | 76.0%-39.6pp | 67.2%-30.8pp |
| Annual return | 14.70% | 27.05%-12.3pp | 25.87%-11.2pp | 160.69%-146.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,546 | $3,929+41.2% | $4,851+14.3% | $4,126+34.4% |
| Admin fee / account holder | $6,254 | $6,719-6.9% | $8,253-24.2% | $5,650+10.7% |