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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 | $110,617 | $110,137+0.4% | $161,149-31.4% | $82,637+33.9% |
| Participation rate | 45.2% | 72.4%-27.2pp | 78.8%-33.7pp | 68.1%-22.9pp |
| Annual return | 28.52% | 20.69%+7.8pp | 21.16%+7.4pp | 53.51%-25.0pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,321 | $4,575+60.0% | $6,153+19.0% | $4,126+77.4% |
| Admin fee / account holder | $2,339 | $9,467-75.3% | $15,194-84.6% | $7,339-68.1% |