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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 | $96,596 | $64,920+48.8% | $103,693-6.8% | $86,983+11.1% |
| Participation rate | 61.0% | 63.6%-2.6pp | 72.6%-11.7pp | 69.5%-8.6pp |
| Annual return | 13.99% | 30.29%-16.3pp | 47.61%-33.6pp | 25.83%-11.8pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,531 | $3,241-21.9% | $4,579-44.7% | $4,194-39.7% |
| Admin fee / account holder | $4,444 | $6,191-28.2% | $7,858-43.5% | $7,856-43.4% |