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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 | $110,015 | $106,524+3.3% | $152,301-27.8% | $87,485+25.8% |
| Participation rate | 43.2% | 75.8%-32.6pp | 82.4%-39.3pp | 68.9%-25.7pp |
| Annual return | 15.04% | 26.89%-11.8pp | 80.50%-65.5pp | 26.06%-11.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,461 | $6,525-1.0% | $8,004-19.3% | $4,274+51.2% |
| Admin fee / account holder | $4,281 | $8,287-48.3% | $14,398-70.3% | $7,775-44.9% |