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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 | $94,280 | $47,944+96.6% | $67,834+39.0% | $62,881+49.9% |
| Participation rate | 58.3% | 61.1%-2.7pp | 68.8%-10.5pp | 69.3%-11.0pp |
| Annual return | 9.24% | 11.77%-2.5pp | 138.47%-129.2pp | 20.14%-10.9pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,048 | $2,247+35.7% | $3,160-3.5% | $3,203-4.8% |
| Admin fee / account holder | $4,571 | $3,712+23.1% | $4,622-1.1% | $4,296+6.4% |