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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 | $68,201 | $48,078+41.9% | $78,676-13.3% | $62,881+8.5% |
| Participation rate | 31.9% | 65.2%-33.3pp | 73.6%-41.7pp | 69.3%-37.4pp |
| Annual return | 12.59% | 31.36%-18.8pp | 62.19%-49.6pp | 20.14%-7.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,856 | $2,587+10.4% | $3,517-18.8% | $3,203-10.8% |
| Admin fee / account holder | $7,920 | $3,206+147.0% | $4,510+75.6% | $4,296+84.4% |