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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 | $220,592 | $153,769+43.5% | $133,975+64.7% | $273,972-19.5% |
| Participation rate | 55.6% | 88.4%-32.8pp | 87.1%-31.5pp | 83.0%-27.5pp |
| Annual return | 15.39% | 36.51%-21.1pp | 29.29%-13.9pp | 41.46%-26.1pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,706 | $6,958-46.7% | $6,282-41.0% | $5,287-29.9% |
| Admin fee / account holder | $1,297 | $11,765-89.0% | $9,324-86.1% | $10,133-87.2% |