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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 | $113,085 | $153,769-26.5% | $133,975-15.6% | $273,972-58.7% |
| Participation rate | 54.5% | 88.4%-33.8pp | 87.1%-32.5pp | 83.0%-28.5pp |
| Annual return | 10.60% | 36.51%-25.9pp | 29.29%-18.7pp | 41.46%-30.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,901 | $6,958-43.9% | $6,282-37.9% | $5,287-26.2% |
| Admin fee / account holder | $7,361 | $11,765-37.4% | $9,324-21.1% | $10,133-27.4% |