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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 | $124,183 | $76,371+62.6% | $93,621+32.6% | $72,976+70.2% |
| Participation rate | 66.7% | 71.8%-5.1pp | 75.8%-9.2pp | 69.5%-2.8pp |
| Annual return | 20.13% | 25.82%-5.7pp | 32.76%-12.6pp | 81.02%-60.9pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,823 | $3,538-48.5% | $4,070-55.2% | $3,608-49.5% |
| Admin fee / account holder | $1,048 | $6,839-84.7% | $7,890-86.7% | $5,124-79.5% |