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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 | $109,397 | $94,436+15.8% | $115,599-5.4% | $82,637+32.4% |
| Participation rate | 57.1% | 70.4%-13.3pp | 74.3%-17.1pp | 68.1%-10.9pp |
| Annual return | 12.36% | 18.37%-6.0pp | 111.10%-98.7pp | 53.51%-41.2pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,759 | $3,955-5.0% | $4,889-23.1% | $4,126-8.9% |
| Admin fee / account holder | $9,339 | $10,328-9.6% | $12,841-27.3% | $7,339+27.3% |