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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 | $103,857 | $49,791+108.6% | $78,210+32.8% | $70,126+48.1% |
| Participation rate | 60.0% | 62.3%-2.3pp | 68.7%-8.7pp | 69.5%-9.5pp |
| Annual return | 14.85% | 20.75%-5.9pp | 40.90%-26.1pp | 73.15%-58.3pp |
| Employer contribution / active EE | $0 | $1,430-100.0% | $2,034-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,822 | $2,150-15.3% | $2,823-35.5% | $3,332-45.3% |
| Admin fee / account holder | $5,176 | $3,181+62.7% | $3,758+37.7% | $4,645+11.4% |