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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 | $109,243 | $101,778+7.3% | $164,975-33.8% | $80,925+35.0% |
| Participation rate | 58.5% | 71.8%-13.3pp | 78.6%-20.1pp | 67.7%-9.1pp |
| Annual return | 13.43% | 16.73%-3.3pp | 70.12%-56.7pp | 35.65%-22.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,609 | $4,477-19.4% | $6,033-40.2% | $4,299-16.0% |
| Admin fee / account holder | $448 | $8,221-94.6% | $12,688-96.5% | $6,940-93.5% |