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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 | $113,577 | $67,411+68.5% | $91,004+24.8% | $70,126+62.0% |
| Participation rate | 66.0% | 71.4%-5.3pp | 75.6%-9.6pp | 69.5%-3.5pp |
| Annual return | 22.12% | -40.16%+62.3pp | 4.60%+17.5pp | 73.15%-51.0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,818 | $2,823-35.6% | $3,548-48.7% | $3,332-45.4% |
| Admin fee / account holder | $4,530 | $4,236+6.9% | $5,417-16.4% | $4,645-2.5% |