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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 | $115,317 | $114,712+0.5% | $173,730-33.6% | $87,485+31.8% |
| Participation rate | 51.4% | 73.0%-21.6pp | 79.6%-28.1pp | 68.9%-17.5pp |
| Annual return | 12.12% | 20.18%-8.1pp | 19.96%-7.8pp | 26.06%-13.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,441 | $4,642+17.2% | $6,326-14.0% | $4,274+27.3% |
| Admin fee / account holder | $36,140 | $10,210+254.0% | $17,523+106.2% | $7,775+364.8% |