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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 | $85,781 | $45,050+90.4% | $63,018+36.1% | $70,126+22.3% |
| Participation rate | 34.4% | 69.5%-35.1pp | 74.8%-40.4pp | 69.5%-35.2pp |
| Annual return | 12.03% | 18.76%-6.7pp | 87.62%-75.6pp | 73.15%-61.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,758 | $2,466-28.7% | $3,330-47.2% | $3,332-47.2% |
| Admin fee / account holder | $3,473 | $2,834+22.5% | $3,601-3.6% | $4,645-25.2% |