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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 | $112,895 | $106,749+5.8% | $145,433-22.4% | $82,448+36.9% |
| Participation rate | 65.5% | 75.6%-10.1pp | 82.1%-16.6pp | 68.1%-2.6pp |
| Annual return | 17.52% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,038 | $6,519+54.0% | $7,897+27.1% | $4,139+142.5% |
| Admin fee / account holder | $12,083 | $8,390+44.0% | $13,129-8.0% | $7,234+67.0% |