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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 | $119,032 | $58,627+103.0% | $76,735+55.1% | $82,448+44.4% |
| Participation rate | 49.0% | 63.2%-14.2pp | 69.5%-20.5pp | 68.1%-19.0pp |
| Annual return | 15.14% | 39.10%-24.0pp | 29.77%-14.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,876 | $3,134+279.0% | $4,088+190.5% | $4,139+186.9% |
| Admin fee / account holder | $1,946 | $5,323-63.4% | $7,189-72.9% | $7,234-73.1% |