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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 | $113,428 | $106,749+6.3% | $145,433-22.0% | $82,448+37.6% |
| Participation rate | 69.2% | 75.6%-6.4pp | 82.1%-12.9pp | 68.1%+1.2pp |
| Annual return | 34.84% | 27.59%+7.2pp | 66.58%-31.7pp | 41.64%-6.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,926 | $6,519-9.1% | $7,897-25.0% | $4,139+43.2% |
| Admin fee / account holder | $5,300 | $8,390-36.8% | $13,129-59.6% | $7,234-26.7% |