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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 | $115,276 | $107,733+7.0% | $92,985+24.0% | $154,746-25.5% |
| Participation rate | 56.5% | 74.6%-18.0pp | 69.5%-13.0pp | 80.7%-24.2pp |
| Annual return | 15.11% | 30.39%-15.3pp | 27.99%-12.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,396 | $5,053-72.4% | $4,377-68.1% | $6,730-79.3% |
| Admin fee / account holder | $2,632 | $11,369-76.9% | $9,463-72.2% | $14,365-81.7% |