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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 | $99,777 | $72,273+38.1% | $101,275-1.5% | $79,856+24.9% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | 15.36% | 22.30%-6.9pp | 46.48%-31.1pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,738 | $3,282+74.8% | $4,371+31.3% | $3,741+53.4% |
| Admin fee / account holder | $1,473 | $4,401-66.5% | $5,948-75.2% | $5,306-72.2% |