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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 | $98,282 | $77,460+26.9% | $100,378-2.1% | $80,925+21.4% |
| Participation rate | 61.2% | 76.9%-15.7pp | 81.5%-20.3pp | 67.7%-6.4pp |
| Annual return | 18.36% | 37.24%-18.9pp | 49.41%-31.0pp | 35.65%-17.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,042 | $6,818-26.0% | $8,087-37.6% | $4,299+17.3% |
| Admin fee / account holder | $8,131 | $5,887+38.1% | $7,899+2.9% | $6,940+17.2% |