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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 | $104,712 | $107,733-2.8% | $92,985+12.6% | $154,746-32.3% |
| Participation rate | 45.5% | 74.6%-29.1pp | 69.5%-24.0pp | 80.7%-35.2pp |
| Annual return | 13.22% | 30.39%-17.2pp | 27.99%-14.8pp | 172.34%-159.1pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,079 | $5,053+0.5% | $4,377+16.1% | $6,730-24.5% |
| Admin fee / account holder | $15,795 | $11,369+38.9% | $9,463+66.9% | $14,365+10.0% |