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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 | $105,719 | $78,670+34.4% | $109,173-3.2% | $85,847+23.1% |
| Participation rate | 55.4% | 68.3%-12.9pp | 75.9%-20.5pp | 69.3%-13.9pp |
| Annual return | 14.81% | 25.09%-10.3pp | 25.75%-10.9pp | 318.61%-303.8pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,919 | $3,467+13.0% | $4,654-15.8% | $3,952-0.8% |
| Admin fee / account holder | $4,804 | $5,469-12.2% | $6,755-28.9% | $6,261-23.3% |