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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 | $124,296 | $107,733+15.4% | $92,985+33.7% | $154,746-19.7% |
| Participation rate | 47.6% | 74.6%-26.9pp | 69.5%-21.9pp | 80.7%-33.1pp |
| Annual return | 13.90% | 30.39%-16.5pp | 27.99%-14.1pp | 172.34%-158.4pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,837 | $5,053-43.9% | $4,377-35.2% | $6,730-57.8% |
| Admin fee / account holder | $1,024 | $11,369-91.0% | $9,463-89.2% | $14,365-92.9% |