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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 | $94,921 | $93,617+1.4% | $135,982-30.2% | $75,177+26.3% |
| Participation rate | 58.0% | 75.2%-17.2pp | 81.9%-23.9pp | 67.2%-9.2pp |
| Annual return | 24.82% | 30.89%-6.1pp | 68.32%-43.5pp | 160.75%-135.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,224 | $6,406-18.5% | $7,760-32.7% | $4,126+26.6% |
| Admin fee / account holder | $1,046 | $6,980-85.0% | $10,767-90.3% | $5,651-81.5% |