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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 | $118,723 | $116,167+2.2% | $64,489+84.1% | $137,256-13.5% |
| Participation rate | 66.7% | 68.2%-1.5pp | 67.7%-1.0pp | 80.0%-13.3pp |
| Annual return | 19.46% | 36.55%-17.1pp | 55.03%-35.6pp | 220.34%-200.9pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,396 | $4,215+75.5% | $2,778+166.2% | $6,407+15.4% |
| Admin fee / account holder | $439 | $6,188-92.9% | $4,260-89.7% | $12,270-96.4% |