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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 | $116,413 | $72,486+60.6% | $87,103+33.7% | $72,976+59.5% |
| Participation rate | 67.3% | 72.8%-5.5pp | 76.9%-9.5pp | 69.5%-2.1pp |
| Annual return | 22.07% | 24.46%-2.4pp | 28.19%-6.1pp | 81.02%-58.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,188 | $3,270-33.1% | $4,049-46.0% | $3,608-39.4% |
| Admin fee / account holder | $18,780 | $5,055+271.5% | $7,491+150.7% | $5,124+266.5% |