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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 | $83,032 | $64,359+29.0% | $90,161-7.9% | $70,124+18.4% |
| Participation rate | 35.1% | 70.4%-35.3pp | 76.9%-41.7pp | 69.5%-34.4pp |
| Annual return | 17.81% | 28.13%-10.3pp | 34.89%-17.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,224 | $4,389+19.0% | $5,287-1.2% | $3,332+56.8% |
| Admin fee / account holder | $3,330 | $3,945-15.6% | $5,943-44.0% | $4,645-28.3% |