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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 | $96,346 | $86,919+10.8% | $102,457-6.0% | $80,911+19.1% |
| Participation rate | 57.7% | 72.4%-14.7pp | 76.5%-18.8pp | 67.6%-10.0pp |
| Annual return | 15.93% | 18.90%-3.0pp | 29.41%-13.5pp | 35.63%-19.7pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,088 | $4,119-49.3% | $5,054-58.7% | $4,297-51.4% |
| Admin fee / account holder | $4,814 | $8,049-40.2% | $9,451-49.1% | $6,935-30.6% |