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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 | $108,118 | $87,106+24.1% | $105,607+2.4% | $80,935+33.6% |
| Participation rate | 54.2% | 70.4%-16.3pp | 75.3%-21.1pp | 67.7%-13.5pp |
| Annual return | 10.70% | 17.01%-6.3pp | 116.11%-105.4pp | 35.66%-25.0pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,399 | $3,986+10.4% | $5,011-12.2% | $4,299+2.3% |
| Admin fee / account holder | $23,200 | $8,447+174.6% | $10,958+111.7% | $6,924+235.0% |