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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 | $80,453 | $54,541+47.5% | $78,778+2.1% | $70,126+14.7% |
| Participation rate | 45.1% | 60.8%-15.7pp | 69.2%-24.1pp | 69.5%-24.5pp |
| Annual return | 12.21% | 21.07%-8.9pp | 35.62%-23.4pp | 73.15%-60.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,505 | $2,210+13.4% | $2,958-15.3% | $3,332-24.8% |
| Admin fee / account holder | $3,738 | $3,709+0.8% | $5,134-27.2% | $4,645-19.5% |