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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 | $113,006 | $106,864+5.7% | $147,318-23.3% | $82,637+36.7% |
| Participation rate | 63.6% | 75.5%-11.9pp | 82.1%-18.4pp | 68.1%-4.4pp |
| Annual return | 16.29% | 27.49%-11.2pp | 70.43%-54.1pp | 53.51%-37.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,406 | $6,496+44.8% | $7,906+19.0% | $4,126+128.0% |
| Admin fee / account holder | $831 | $8,415-90.1% | $13,708-93.9% | $7,339-88.7% |