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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 | $122,099 | $72,273+68.9% | $101,275+20.6% | $79,856+52.9% |
| Participation rate | 64.7% | 68.5%-3.8pp | 75.8%-11.1pp | 69.6%-4.9pp |
| Annual return | 26.95% | 22.30%+4.7pp | 46.48%-19.5pp | 31.71%-4.8pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,655 | $3,282+41.8% | $4,371+6.5% | $3,741+24.4% |
| Admin fee / account holder | $827 | $4,401-81.2% | $5,948-86.1% | $5,306-84.4% |