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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 | $116,990 | $73,787+58.6% | $98,716+18.5% | $82,448+41.9% |
| Participation rate | 61.1% | 61.4%-0.3pp | 69.3%-8.2pp | 68.1%-7.0pp |
| Annual return | 14.29% | 18.57%-4.3pp | 31.81%-17.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,888 | $3,081-6.3% | $4,048-28.7% | $4,139-30.2% |
| Admin fee / account holder | $23,342 | $6,500+259.1% | $8,703+168.2% | $7,234+222.6% |