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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 | $61,716 | $56,544+9.1% | $75,501-18.3% | $70,126-12.0% |
| Participation rate | 47.0% | 68.1%-21.1pp | 72.4%-25.4pp | 69.5%-22.6pp |
| Annual return | 18.29% | 23.59%-5.3pp | 27.35%-9.1pp | 73.15%-54.9pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,395 | $2,580+31.6% | $3,142+8.1% | $3,332+1.9% |
| Admin fee / account holder | $13,544 | $3,827+253.9% | $5,801+133.5% | $4,645+191.6% |