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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 | $86,783 | $54,763+58.5% | $90,324-3.9% | $72,976+18.9% |
| Participation rate | 33.3% | 65.2%-31.8pp | 73.3%-39.9pp | 69.5%-36.2pp |
| Annual return | 22.53% | 30.63%-8.1pp | 78.15%-55.6pp | 81.02%-58.5pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,612 | $2,887+59.7% | $3,885+18.7% | $3,608+27.8% |
| Admin fee / account holder | $6,581 | $3,973+65.6% | $5,356+22.9% | $5,124+28.4% |