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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 | $85,681 | $81,331+5.3% | $155,534-44.9% | $80,935+5.9% |
| Participation rate | 48.6% | 66.3%-17.7pp | 78.2%-29.6pp | 67.7%-19.1pp |
| Annual return | 16.89% | 33.37%-16.5pp | 64.92%-48.0pp | 35.66%-18.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,642 | $3,454+5.4% | $5,630-35.3% | $4,299-15.3% |
| Admin fee / account holder | $6,506 | $7,999-18.7% | $15,900-59.1% | $6,924-6.0% |