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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 | $119,635 | $87,037+37.5% | $106,201+12.6% | $80,874+47.9% |
| Participation rate | 57.6% | 70.4%-12.9pp | 75.3%-17.7pp | 67.6%-10.1pp |
| Annual return | 12.16% | 17.05%-4.9pp | 116.26%-104.1pp | 35.62%-23.5pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,170-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,685 | $3,986-32.6% | $5,012-46.4% | $4,297-37.5% |
| Admin fee / account holder | $12,784 | $8,434+51.6% | $11,039+15.8% | $6,935+84.3% |