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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 | $100,466 | $72,272+39.0% | $101,264-0.8% | $79,858+25.8% |
| Participation rate | 63.9% | 68.5%-4.6pp | 75.8%-11.9pp | 69.6%-5.7pp |
| Annual return | 23.29% | 22.30%+1.0pp | 46.48%-23.2pp | 31.72%-8.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,365 | $3,282-27.9% | $4,370-45.9% | $3,740-36.8% |
| Admin fee / account holder | $1,209 | $4,401-72.5% | $5,947-79.7% | $5,306-77.2% |