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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 | $110,840 | $114,712-3.4% | $173,730-36.2% | $87,485+26.7% |
| Participation rate | 56.9% | 73.0%-16.1pp | 79.6%-22.7pp | 68.9%-12.0pp |
| Annual return | 24.87% | 20.18%+4.7pp | 19.96%+4.9pp | 26.06%-1.2pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,461 | $4,642+39.2% | $6,326+2.1% | $4,274+51.2% |
| Admin fee / account holder | $3,892 | $10,210-61.9% | $17,523-77.8% | $7,775-49.9% |