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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 | $85,630 | $51,222+67.2% | $70,544+21.4% | $75,173+13.9% |
| Participation rate | 57.7% | 61.0%-3.3pp | 68.4%-10.7pp | 67.2%-9.5pp |
| Annual return | 22.39% | 30.06%-7.7pp | 32.79%-10.4pp | 160.72%-138.3pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,023 | $2,850+6.1% | $4,568-33.8% | $4,126-26.7% |
| Admin fee / account holder | $3,665 | $4,096-10.5% | $6,427-43.0% | $5,651-35.1% |