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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 | $64,612 | $45,050+43.4% | $63,018+2.5% | $70,126-7.9% |
| Participation rate | 64.3% | 69.5%-5.2pp | 74.8%-10.5pp | 69.5%-5.3pp |
| Annual return | 15.24% | 18.76%-3.5pp | 87.62%-72.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,545 | $2,466+84.3% | $3,330+36.5% | $3,332+36.4% |
| Admin fee / account holder | $9,550 | $2,834+237.0% | $3,601+165.2% | $4,645+105.6% |