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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 | $109,160 | $65,361+67.0% | $92,903+17.5% | $72,983+49.6% |
| Participation rate | 61.7% | 68.3%-6.6pp | 76.0%-14.3pp | 69.5%-7.8pp |
| Annual return | 21.16% | 42.11%-20.9pp | 109.43%-88.3pp | 81.01%-59.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,964 | $3,128-5.3% | $4,238-30.1% | $3,608-17.8% |
| Admin fee / account holder | $1,170 | $4,251-72.5% | $5,795-79.8% | $5,124-77.2% |