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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 | $104,373 | $73,978+41.1% | $96,515+8.1% | $75,173+38.8% |
| Participation rate | 65.9% | 66.4%-0.6pp | 74.3%-8.5pp | 67.2%-1.4pp |
| Annual return | 16.63% | 26.72%-10.1pp | 35.73%-19.1pp | 160.72%-144.1pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,594 | $3,660+107.5% | $4,880+55.6% | $4,126+84.0% |
| Admin fee / account holder | $12,758 | $5,219+144.5% | $6,735+89.4% | $5,651+125.8% |