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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 | $112,444 | $101,778+10.5% | $164,975-31.8% | $80,925+38.9% |
| Participation rate | 41.3% | 71.8%-30.6pp | 78.6%-37.3pp | 67.7%-26.4pp |
| Annual return | 17.79% | 16.73%+1.1pp | 70.12%-52.3pp | 35.65%-17.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,478 | $4,477-44.7% | $6,033-58.9% | $4,299-42.4% |
| Admin fee / account holder | $7,406 | $8,221-9.9% | $12,688-41.6% | $6,940+6.7% |