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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 | $92,415 | $58,512+57.9% | $84,020+10.0% | $72,983+26.6% |
| Participation rate | 57.7% | 61.2%-3.5pp | 69.0%-11.3pp | 69.5%-11.8pp |
| Annual return | 22.14% | 28.93%-6.8pp | 71.31%-49.2pp | 81.01%-58.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,097 | $2,394+71.2% | $3,239+26.5% | $3,608+13.6% |
| Admin fee / account holder | $7,749 | $4,569+69.6% | $6,101+27.0% | $5,124+51.2% |