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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 | $93,333 | $54,757+70.4% | $90,300+3.4% | $72,983+27.9% |
| Participation rate | 42.5% | 65.1%-22.6pp | 73.3%-30.8pp | 69.5%-27.0pp |
| Annual return | 28.15% | 30.63%-2.5pp | 78.11%-50.0pp | 81.01%-52.9pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,402 | $2,887-16.8% | $3,884-38.2% | $3,608-33.4% |
| Admin fee / account holder | $1,622 | $3,972-59.2% | $5,353-69.7% | $5,124-68.4% |