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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 | $87,132+37.3% | $105,624+13.3% | $80,959+47.8% |
| Participation rate | 57.6% | 70.4%-12.9pp | 75.3%-17.7pp | 67.7%-10.1pp |
| Annual return | 12.16% | 17.03%-4.9pp | 116.20%-104.0pp | 35.67%-23.5pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,685 | $3,985-32.6% | $5,013-46.4% | $4,300-37.6% |
| Admin fee / account holder | $12,784 | $8,449+51.3% | $10,961+16.6% | $6,925+84.6% |