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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 | $112,102 | $106,524+5.2% | $152,301-26.4% | $87,485+28.1% |
| Participation rate | 68.8% | 75.8%-7.0pp | 82.4%-13.7pp | 68.9%-0.2pp |
| Annual return | 17.12% | 26.89%-9.8pp | 80.50%-63.4pp | 26.06%-8.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,739 | $6,525+18.6% | $8,004-3.3% | $4,274+81.1% |
| Admin fee / account holder | $6,921 | $8,287-16.5% | $14,398-51.9% | $7,775-11.0% |