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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 | $104,086 | $95,404+9.1% | $113,397-8.2% | $82,637+26.0% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 14.71% | 19.08%-4.4pp | 23.20%-8.5pp | 53.51%-38.8pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,048 | $4,220-27.8% | $5,076-40.0% | $4,126-26.1% |
| Admin fee / account holder | $1,453 | $9,168-84.1% | $11,957-87.8% | $7,339-80.2% |