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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 | $108,529 | $54,541+99.0% | $78,778+37.8% | $70,126+54.8% |
| Participation rate | 59.0% | 60.8%-1.8pp | 69.2%-10.2pp | 69.5%-10.6pp |
| Annual return | 12.39% | 21.07%-8.7pp | 35.62%-23.2pp | 73.15%-60.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,394 | $2,210+98.8% | $2,958+48.5% | $3,332+31.9% |
| Admin fee / account holder | $1,136 | $3,709-69.4% | $5,134-77.9% | $4,645-75.5% |