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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 | $114,033 | $51,638+120.8% | $129,406-11.9% | $80,959+40.9% |
| Participation rate | 45.5% | 56.9%-11.5pp | 69.6%-24.2pp | 67.7%-22.2pp |
| Annual return | 14.12% | 20.78%-6.7pp | 9468.18%-9454.1pp | 35.67%-21.5pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,320 | $2,670+24.3% | $4,167-20.3% | $4,300-22.8% |
| Admin fee / account holder | $4,653 | $4,313+7.9% | $7,689-39.5% | $6,925-32.8% |