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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 | $99,555 | $83,485+19.3% | $125,192-20.5% | $72,975+36.4% |
| Participation rate | 38.6% | 73.3%-34.7pp | 79.8%-41.2pp | 69.5%-30.9pp |
| Annual return | 18.73% | 25.77%-7.0pp | 43.79%-25.1pp | 81.01%-62.3pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,045 | $3,586+12.8% | $4,937-18.1% | $3,608+12.1% |
| Admin fee / account holder | $470 | $5,518-91.5% | $9,704-95.2% | $5,124-90.8% |