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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 | $89,678 | $62,672+43.1% | $185,117-51.6% | $70,126+27.9% |
| Participation rate | 45.2% | 63.8%-18.5pp | 77.3%-32.0pp | 69.5%-24.3pp |
| Annual return | 20.59% | 40.79%-20.2pp | 40.50%-19.9pp | 73.15%-52.6pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,185 | $3,272+27.9% | $5,045-17.0% | $3,332+25.6% |
| Admin fee / account holder | $14,383 | $3,932+265.8% | $8,159+76.3% | $4,645+209.6% |