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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 | $59,440+45.4% | $78,004+10.8% | $82,637+4.6% |
| Participation rate | 62.2% | 62.8%-0.7pp | 69.4%-7.3pp | 68.1%-5.9pp |
| Annual return | 18.45% | 40.24%-21.8pp | 31.07%-12.6pp | 53.51%-35.1pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,943 | $3,138-6.2% | $4,092-28.1% | $4,126-28.7% |
| Admin fee / account holder | $3,183 | $5,504-42.2% | $7,578-58.0% | $7,339-56.6% |