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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 | $94,200 | $93,589+0.7% | $135,942-30.7% | $75,181+25.3% |
| Participation rate | 61.9% | 75.2%-13.3pp | 81.9%-20.0pp | 67.2%-5.3pp |
| Annual return | 19.49% | 30.90%-11.4pp | 68.28%-48.8pp | 160.69%-141.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,433 | $6,405+0.4% | $7,759-17.1% | $4,126+55.9% |
| Admin fee / account holder | $2,862 | $6,977-59.0% | $10,764-73.4% | $5,650-49.3% |