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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 | $119,968 | $58,493+105.1% | $84,021+42.8% | $72,975+64.4% |
| Participation rate | 58.1% | 61.2%-3.1pp | 69.0%-10.9pp | 69.5%-11.3pp |
| Annual return | 16.73% | 28.93%-12.2pp | 71.32%-54.6pp | 81.01%-64.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,273 | $2,394-46.8% | $3,239-60.7% | $3,608-64.7% |
| Admin fee / account holder | $7,866 | $4,569+72.2% | $6,102+28.9% | $5,124+53.5% |