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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 | $105,728 | $64,920+62.9% | $103,693+2.0% | $86,983+21.5% |
| Participation rate | 54.3% | 63.6%-9.3pp | 72.6%-18.4pp | 69.5%-15.3pp |
| Annual return | 18.18% | 30.29%-12.1pp | 47.61%-29.4pp | 25.83%-7.7pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,785 | $3,241-14.1% | $4,579-39.2% | $4,194-33.6% |
| Admin fee / account holder | $1,739 | $6,191-71.9% | $7,858-77.9% | $7,856-77.9% |