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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 | $60,127 | $50,534+19.0% | $213,469-71.8% | $64,340-6.5% |
| Participation rate | 40.6% | 46.3%-5.7pp | 77.1%-36.5pp | 55.2%-14.7pp |
| Annual return | 16.63% | 38.98%-22.4pp | 20.58%-4.0pp | 24.14%-7.5pp |
| Employer contribution / active EE | $0 | $1,419-100.0% | $4,994-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $4,465 | $2,901+54.0% | $6,841-34.7% | $2,980+49.8% |
| Admin fee / account holder | $3,116 | $4,263-26.9% | $27,141-88.5% | $3,703-15.8% |