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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 | $78,596 | $45,041+74.5% | $63,003+24.8% | $70,131+12.1% |
| Participation rate | 42.9% | 69.5%-26.7pp | 74.8%-32.0pp | 69.5%-26.7pp |
| Annual return | 21.44% | 18.76%+2.7pp | 87.59%-66.1pp | 73.14%-51.7pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,660 | $2,465+7.9% | $3,329-20.1% | $3,332-20.2% |
| Admin fee / account holder | $1,781 | $2,836-37.2% | $3,600-50.5% | $4,645-61.7% |