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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 | $123,209 | $93,598+31.6% | $135,974-9.4% | $75,173+63.9% |
| Participation rate | 60.0% | 75.2%-15.2pp | 81.9%-21.9pp | 67.2%-7.2pp |
| Annual return | 20.50% | 30.89%-10.4pp | 68.30%-47.8pp | 160.72%-140.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,229 | $6,405-18.4% | $7,760-32.6% | $4,126+26.7% |
| Admin fee / account holder | $1,380 | $6,978-80.2% | $10,767-87.2% | $5,651-75.6% |