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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 | $93,239 | $72,273+29.0% | $101,275-7.9% | $79,856+16.8% |
| Participation rate | 52.2% | 68.5%-16.2pp | 75.8%-23.6pp | 69.6%-17.4pp |
| Annual return | 14.39% | 22.30%-7.9pp | 46.48%-32.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,430 | $3,282+4.5% | $4,371-21.5% | $3,741-8.3% |
| Admin fee / account holder | $5,493 | $4,401+24.8% | $5,948-7.6% | $5,306+3.5% |