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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 | $110,458 | $77,472+42.6% | $100,392+10.0% | $80,935+36.5% |
| Participation rate | 60.7% | 76.9%-16.2pp | 81.5%-20.8pp | 67.7%-6.9pp |
| Annual return | 15.00% | 37.26%-22.3pp | 49.45%-34.4pp | 35.66%-20.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,670 | $6,818-46.2% | $8,090-54.6% | $4,299-14.6% |
| Admin fee / account holder | $1,097 | $5,885-81.4% | $7,904-86.1% | $6,924-84.2% |