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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 | $86,421 | $58,627+47.4% | $76,735+12.6% | $82,448+4.8% |
| Participation rate | 62.2% | 63.2%-1.1pp | 69.5%-7.3pp | 68.1%-5.9pp |
| Annual return | 18.45% | 39.10%-20.6pp | 29.77%-11.3pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,943 | $3,134-6.1% | $4,088-28.0% | $4,139-28.9% |
| Admin fee / account holder | $3,183 | $5,323-40.2% | $7,189-55.7% | $7,234-56.0% |