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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 | $112,791 | $48,053+134.7% | $84,637+33.3% | $72,976+54.6% |
| Participation rate | 65.0% | 57.6%+7.4pp | 68.2%-3.2pp | 69.5%-4.5pp |
| Annual return | 19.39% | 37.39%-18.0pp | 258.82%-239.4pp | 81.02%-61.6pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,756 | $2,681+2.8% | $3,900-29.3% | $3,608-23.6% |
| Admin fee / account holder | $4,910 | $3,395+44.6% | $4,914-0.1% | $5,124-4.2% |