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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 | $111,953 | $52,580+112.9% | $71,671+56.2% | $70,124+59.7% |
| Participation rate | 51.9% | 60.9%-9.0pp | 68.7%-16.9pp | 69.5%-17.7pp |
| Annual return | 14.22% | 20.25%-6.0pp | 20.65%-6.4pp | 73.14%-58.9pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,055 | $2,386+28.0% | $3,438-11.2% | $3,332-8.3% |
| Admin fee / account holder | $505 | $3,653-86.2% | $5,558-90.9% | $4,645-89.1% |