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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 | $118,540 | $108,825+8.9% | $156,181-24.1% | $82,448+43.8% |
| Participation rate | 40.0% | 72.4%-32.4pp | 78.8%-38.8pp | 68.1%-28.1pp |
| Annual return | 27.63% | 20.59%+7.0pp | 64.87%-37.2pp | 41.64%-14.0pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,136 | $4,577-31.5% | $6,132-48.9% | $4,139-24.2% |
| Admin fee / account holder | $16,775 | $9,341+79.6% | $14,586+15.0% | $7,234+131.9% |