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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 | $99,495 | $87,544+13.7% | $75,784+31.3% | $125,388-20.7% |
| Participation rate | 63.2% | 80.2%-17.0pp | 75.8%-12.7pp | 83.2%-20.0pp |
| Annual return | 2.40% | 13.49%-11.1pp | 9.68%-7.3pp | 282.24%-279.8pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,249 | $4,229+24.1% | $3,652+43.7% | $5,352-1.9% |
| Admin fee / account holder | $2,202 | $6,502-66.1% | $5,300-58.5% | $9,541-76.9% |