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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 | $114,900 | $80,983+41.9% | $96,544+19.0% | $75,177+52.8% |
| Participation rate | 62.5% | 71.8%-9.3pp | 76.0%-13.5pp | 67.2%-4.7pp |
| Annual return | 20.20% | 27.05%-6.9pp | 25.88%-5.7pp | 160.75%-140.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,883 | $3,929+24.3% | $4,851+0.7% | $4,126+18.3% |
| Admin fee / account holder | $11,335 | $6,717+68.8% | $8,254+37.3% | $5,651+100.6% |