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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 | $70,836 | $48,078+47.3% | $78,676-10.0% | $62,881+12.7% |
| Participation rate | 56.5% | 65.2%-8.7pp | 73.6%-17.0pp | 69.3%-12.8pp |
| Annual return | 5.82% | 31.36%-25.5pp | 62.19%-56.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,552 | $2,587+37.3% | $3,517+1.0% | $3,203+10.9% |
| Admin fee / account holder | $6,182 | $3,206+92.8% | $4,510+37.1% | $4,296+43.9% |