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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 | $88,060 | $56,544+55.7% | $75,501+16.6% | $70,126+25.6% |
| Participation rate | 64.4% | 68.1%-3.7pp | 72.4%-8.0pp | 69.5%-5.1pp |
| Annual return | 16.51% | 23.59%-7.1pp | 27.35%-10.8pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,637 | $2,580+79.7% | $3,142+47.6% | $3,332+39.2% |
| Admin fee / account holder | $5,200 | $3,827+35.9% | $5,801-10.4% | $4,645+11.9% |