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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 | $83,898+39.4% | $133,346-12.3% | $94,015+24.4% |
| Participation rate | 61.1% | 63.4%-2.2pp | 72.8%-11.7pp | 70.8%-9.7pp |
| Annual return | 14.29% | 16.00%-1.7pp | 36.85%-22.6pp | 17.84%-3.6pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,888 | $3,245-11.0% | $4,332-33.3% | $4,249-32.0% |
| Admin fee / account holder | $23,342 | $7,809+198.9% | $14,264+63.6% | $8,951+160.8% |