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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 | $111,912 | $112,729-0.7% | $98,716+13.4% | $137,256-18.5% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.3%-32.9pp | 80.0%-43.6pp |
| Annual return | 16.16% | 38.48%-22.3pp | 31.81%-15.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,432 | $4,640-69.1% | $4,048-64.6% | $6,407-77.6% |
| Admin fee / account holder | $4,750 | $10,129-53.1% | $8,703-45.4% | $12,270-61.3% |