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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 | $93,445 | $81,487+14.7% | $102,412-8.8% | $80,935+15.5% |
| Participation rate | 46.5% | 66.8%-20.3pp | 74.5%-28.0pp | 67.7%-21.1pp |
| Annual return | 14.22% | 25.60%-11.4pp | 24.94%-10.7pp | 35.66%-21.4pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,945 | $3,871+1.9% | $5,060-22.0% | $4,299-8.2% |
| Admin fee / account holder | $10,941 | $6,717+62.9% | $8,388+30.4% | $6,924+58.0% |