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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 | $74,171 | $72,177+2.8% | $115,038-35.5% | $59,633+24.4% |
| Participation rate | 23.7% | 72.6%-48.9pp | 81.4%-57.7pp | 68.7%-45.0pp |
| Annual return | 19.72% | 12.02%+7.7pp | 26.14%-6.4pp | 2041.45%-2021.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,699 | $4,783-43.6% | $6,026-55.2% | $3,192-15.5% |
| Admin fee / account holder | $1,127 | $4,927-77.1% | $8,175-86.2% | $4,297-73.8% |