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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 | $109,835 | $95,453+15.1% | $112,040-2.0% | $82,448+33.2% |
| Participation rate | 68.2% | 72.8%-4.6pp | 76.5%-8.3pp | 68.1%+0.1pp |
| Annual return | 17.14% | 23.92%-6.8pp | 24.52%-7.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,287 | $4,224-45.8% | $5,098-55.1% | $4,139-44.7% |
| Admin fee / account holder | $3,786 | $9,013-58.0% | $12,098-68.7% | $7,234-47.7% |