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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 | $94,791 | $59,440+59.5% | $78,004+21.5% | $82,637+14.7% |
| Participation rate | 61.5% | 62.8%-1.3pp | 69.4%-7.9pp | 68.1%-6.5pp |
| Annual return | 16.68% | 40.24%-23.6pp | 31.07%-14.4pp | 53.51%-36.8pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,786 | $3,138-11.2% | $4,092-31.9% | $4,126-32.5% |
| Admin fee / account holder | $1,885 | $5,504-65.8% | $7,578-75.1% | $7,339-74.3% |