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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 | $102,123 | $115,225-11.4% | $100,712+1.4% | $138,895-26.5% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.3%-9.3pp | 79.9%-19.9pp |
| Annual return | 13.87% | 40.35%-26.5pp | 33.27%-19.4pp | 145.39%-131.5pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,451 | $4,699-5.3% | $4,085+9.0% | $6,396-30.4% |
| Admin fee / account holder | $8,631 | $10,844-20.4% | $9,256-6.8% | $12,562-31.3% |