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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 | $106,727 | $106,7490% | $145,433-26.6% | $82,448+29.4% |
| Participation rate | 41.7% | 75.6%-34.0pp | 82.1%-40.5pp | 68.1%-26.4pp |
| Annual return | 30.10% | 27.59%+2.5pp | 66.58%-36.5pp | 41.64%-11.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,573 | $6,519+0.8% | $7,897-16.8% | $4,139+58.8% |
| Admin fee / account holder | $5,724 | $8,390-31.8% | $13,129-56.4% | $7,234-20.9% |