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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 | $64,010+13.1% | $108,359-33.2% | $64,340+12.5% |
| Participation rate | 38.1% | 49.4%-11.3pp | 70.1%-32.0pp | 55.2%-17.2pp |
| Annual return | 14.62% | 19.74%-5.1pp | 36.89%-22.3pp | 24.14%-9.5pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $4,187 | $2,395+74.8% | $4,137+1.2% | $2,980+40.5% |
| Admin fee / account holder | $5,020 | $4,885+2.8% | $9,741-48.5% | $3,703+35.6% |