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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 | $116,068 | $65,367+77.6% | $92,915+24.9% | $72,976+59.0% |
| Participation rate | 56.1% | 68.3%-12.2pp | 76.0%-19.9pp | 69.5%-13.3pp |
| Annual return | 27.71% | 42.11%-14.4pp | 109.45%-81.7pp | 81.02%-53.3pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,339 | $3,128+38.7% | $4,238+2.4% | $3,608+20.3% |
| Admin fee / account holder | $28,354 | $4,251+566.9% | $5,796+389.2% | $5,124+453.4% |