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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 | $122,016 | $87,733+39.1% | $106,551+14.5% | $85,856+42.1% |
| Participation rate | 65.8% | 71.9%-6.1pp | 76.1%-10.3pp | 69.3%-3.5pp |
| Annual return | 14.28% | 21.86%-7.6pp | 26.80%-12.5pp | 318.58%-304.3pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,675 | $3,469-22.9% | $4,398-39.2% | $3,952-32.3% |
| Admin fee / account holder | $2,767 | $6,767-59.1% | $7,408-62.6% | $6,261-55.8% |