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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 | $114,138 | $69,977+63.1% | $108,582+5.1% | $62,881+81.5% |
| Participation rate | 41.2% | 72.9%-31.7pp | 79.6%-38.4pp | 69.3%-28.1pp |
| Annual return | 7.63% | 10.73%-3.1pp | -51.70%+59.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,082 | $3,165+29.0% | $4,311-5.3% | $3,203+27.5% |
| Admin fee / account holder | $8,595 | $5,076+69.3% | $7,645+12.4% | $4,296+100.1% |