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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 | $121,561 | $84,953+43.1% | $163,379-25.6% | $82,637+47.1% |
| Participation rate | 52.0% | 65.9%-13.9pp | 76.8%-24.8pp | 68.1%-16.1pp |
| Annual return | 20.64% | 23.07%-2.4pp | 63.41%-42.8pp | 53.51%-32.9pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,010 | $4,326-30.4% | $6,282-52.1% | $4,126-27.1% |
| Admin fee / account holder | $3,510 | $7,921-55.7% | $9,818-64.3% | $7,339-52.2% |