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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 | $72,370 | $65,246+10.9% | $98,716-26.7% | $67,986+6.4% |
| Participation rate | 38.1% | 51.4%-13.3pp | 69.3%-31.2pp | 57.2%-19.1pp |
| Annual return | 14.62% | 20.58%-6.0pp | 31.81%-17.2pp | 31.67%-17.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,187 | $2,594+61.4% | $4,048+3.4% | $3,358+24.7% |
| Admin fee / account holder | $5,020 | $4,561+10.1% | $8,703-42.3% | $3,203+56.7% |