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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 | $105,510 | $83,369+26.6% | $105,223+0.3% | $67,986+55.2% |
| Participation rate | 20.0% | 56.3%-36.3pp | 75.0%-55.0pp | 57.2%-37.2pp |
| Annual return | 17.41% | 24.64%-7.2pp | 180.65%-163.2pp | 31.67%-14.3pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,661 | $3,295-49.6% | $5,072-67.3% | $3,358-50.5% |
| Admin fee / account holder | $4,714 | $4,073+15.8% | $8,859-46.8% | $3,203+47.2% |