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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 | $98,601 | $76,551+28.8% | $123,894-20.4% | $62,881+56.8% |
| Participation rate | 60.6% | 73.0%-12.4pp | 81.4%-20.8pp | 69.3%-8.7pp |
| Annual return | 8.00% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,360 | $4,840+31.4% | $5,984+6.3% | $3,203+98.6% |
| Admin fee / account holder | $2,080 | $4,826-56.9% | $8,357-75.1% | $4,296-51.6% |