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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 | $87,166+32.2% | $76,735+50.2% | $137,256-16.0% |
| Participation rate | 56.5% | 74.4%-17.8pp | 69.5%-13.0pp | 80.0%-23.4pp |
| Annual return | 15.11% | 26.50%-11.4pp | 29.77%-14.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,396 | $4,726-70.5% | $4,088-65.8% | $6,407-78.2% |
| Admin fee / account holder | $2,632 | $8,403-68.7% | $7,189-63.4% | $12,270-78.6% |