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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 | $106,524+6.5% | $152,301-25.5% | $87,485+29.7% |
| Participation rate | 69.2% | 75.8%-6.5pp | 82.4%-13.2pp | 68.9%+0.3pp |
| Annual return | 34.84% | 26.89%+7.9pp | 80.50%-45.7pp | 26.06%+8.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,926 | $6,525-9.2% | $8,004-26.0% | $4,274+38.7% |
| Admin fee / account holder | $5,300 | $8,287-36.0% | $14,398-63.2% | $7,775-31.8% |