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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 | $131,526 | $106,524+23.5% | $152,301-13.6% | $87,485+50.3% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.4%-15.8pp | 68.9%-2.3pp |
| Annual return | 18.60% | 26.89%-8.3pp | 80.50%-61.9pp | 26.06%-7.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,305 | $6,525+27.3% | $8,004+3.8% | $4,274+94.3% |
| Admin fee / account holder | $11,076 | $8,287+33.7% | $14,398-23.1% | $7,775+42.5% |