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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 | $101,427 | $83,485+21.5% | $125,180-19.0% | $72,983+39.0% |
| Participation rate | 55.0% | 73.3%-18.3pp | 79.8%-24.8pp | 69.5%-14.5pp |
| Annual return | 17.46% | 25.78%-8.3pp | 43.79%-26.3pp | 81.01%-63.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,612 | $3,586+0.7% | $4,937-26.8% | $3,608+0.1% |
| Admin fee / account holder | $612 | $5,518-88.9% | $9,703-93.7% | $5,124-88.1% |