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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 | $94,871 | $94,436+0.5% | $115,599-17.9% | $82,637+14.8% |
| Participation rate | 43.9% | 70.4%-26.5pp | 74.3%-30.4pp | 68.1%-24.2pp |
| Annual return | 16.20% | 18.37%-2.2pp | 111.10%-94.9pp | 53.51%-37.3pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,224 | $3,955+6.8% | $4,889-13.6% | $4,126+2.4% |
| Admin fee / account holder | $741 | $10,328-92.8% | $12,841-94.2% | $7,339-89.9% |