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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 | $97,724 | $64,359+51.8% | $90,161+8.4% | $70,126+39.4% |
| Participation rate | 59.4% | 70.4%-11.1pp | 76.9%-17.5pp | 69.5%-10.2pp |
| Annual return | 14.52% | 28.13%-13.6pp | 34.89%-20.4pp | 73.15%-58.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,921 | $4,389+80.5% | $5,287+49.8% | $3,332+137.7% |
| Admin fee / account holder | $1,843 | $3,945-53.3% | $5,943-69.0% | $4,645-60.3% |