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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 | $76,834+52.3% | $108,359+8.0% | $87,485+33.7% |
| Participation rate | 61.1% | 61.7%-0.6pp | 70.1%-9.0pp | 68.9%-7.8pp |
| Annual return | 14.29% | 19.09%-4.8pp | 36.89%-22.6pp | 26.06%-11.8pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,888 | $3,100-6.9% | $4,137-30.2% | $4,274-32.4% |
| Admin fee / account holder | $23,342 | $6,537+257.1% | $9,741+139.6% | $7,775+200.2% |