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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 | $108,535 | $86,919+24.9% | $102,457+5.9% | $80,911+34.1% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.6%-7.6pp |
| Annual return | 16.34% | 18.90%-2.6pp | 29.41%-13.1pp | 35.63%-19.3pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,245 | $4,119+3.1% | $5,054-16.0% | $4,297-1.2% |
| Admin fee / account holder | $13,964 | $8,049+73.5% | $9,451+47.7% | $6,935+101.4% |