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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 | $75,451 | $49,791+51.5% | $78,210-3.5% | $70,131+7.6% |
| Participation rate | 28.9% | 62.3%-33.4pp | 68.7%-39.8pp | 69.5%-40.7pp |
| Annual return | 17.57% | 20.75%-3.2pp | 40.90%-23.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $0 | $1,430-100.0% | $2,034-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,043 | $2,150+88.0% | $2,823+43.2% | $3,332+21.4% |
| Admin fee / account holder | $3,599 | $3,181+13.2% | $3,758-4.2% | $4,645-22.5% |