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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 | $95,087 | $62,672+51.7% | $185,117-48.6% | $70,126+35.6% |
| Participation rate | 60.5% | 63.8%-3.3pp | 77.3%-16.8pp | 69.5%-9.1pp |
| Annual return | 19.68% | 40.79%-21.1pp | 40.50%-20.8pp | 73.15%-53.5pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,720 | $3,272-16.9% | $5,045-46.1% | $3,332-18.4% |
| Admin fee / account holder | $3,569 | $3,932-9.2% | $8,159-56.3% | $4,645-23.2% |