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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 | $78,479 | $56,110+39.9% | $94,993-17.4% | $70,126+11.9% |
| Participation rate | 42.4% | 65.0%-22.6pp | 73.9%-31.5pp | 69.5%-27.1pp |
| Annual return | 17.93% | 51.02%-33.1pp | 27.14%-9.2pp | 73.15%-55.2pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,770 | $2,391+141.3% | $3,317+74.0% | $3,332+73.2% |
| Admin fee / account holder | $1,004 | $3,456-70.9% | $4,960-79.8% | $4,645-78.4% |