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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 | $103,352 | $95,404+8.3% | $113,397-8.9% | $82,637+25.1% |
| Participation rate | 56.0% | 72.8%-16.8pp | 76.5%-20.5pp | 68.1%-12.1pp |
| Annual return | 15.39% | 19.08%-3.7pp | 23.20%-7.8pp | 53.51%-38.1pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,816 | $4,220+37.8% | $5,076+14.6% | $4,126+40.9% |
| Admin fee / account holder | $1,355 | $9,168-85.2% | $11,957-88.7% | $7,339-81.5% |