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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 | $82,573 | $53,774+53.6% | $134,162-38.5% | $79,856+3.4% |
| Participation rate | 57.7% | 58.8%-1.1pp | 72.2%-14.5pp | 69.6%-11.9pp |
| Annual return | 14.44% | 19.01%-4.6pp | 36.35%-21.9pp | 31.71%-17.3pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,314 | $2,420+37.0% | $3,500-5.3% | $3,741-11.4% |
| Admin fee / account holder | $4,242 | $3,985+6.4% | $6,685-36.6% | $5,306-20.1% |