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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 | $127,168 | $153,769-17.3% | $133,975-5.1% | $273,972-53.6% |
| Participation rate | 61.1% | 88.4%-27.3pp | 87.1%-26.0pp | 83.0%-21.9pp |
| Annual return | 12.04% | 36.51%-24.5pp | 29.29%-17.3pp | 41.46%-29.4pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,716 | $6,958-17.9% | $6,282-9.0% | $5,287+8.1% |
| Admin fee / account holder | $1,987 | $11,765-83.1% | $9,324-78.7% | $10,133-80.4% |