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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 | $119,584 | $101,795+17.5% | $165,100-27.6% | $80,959+47.7% |
| Participation rate | 55.6% | 71.8%-16.3pp | 78.6%-23.1pp | 67.7%-12.1pp |
| Annual return | 15.13% | 16.73%-1.6pp | 70.21%-55.1pp | 35.67%-20.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,659 | $4,476+4.1% | $6,035-22.8% | $4,300+8.3% |
| Admin fee / account holder | $11,726 | $8,221+42.6% | $12,696-7.6% | $6,925+69.3% |