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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 | $225,901 | $153,769+46.9% | $133,975+68.6% | $273,972-17.5% |
| Participation rate | 68.2% | 88.4%-20.2pp | 87.1%-18.9pp | 83.0%-14.8pp |
| Annual return | 7.19% | 36.51%-29.3pp | 29.29%-22.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,353 | $6,958+48.8% | $6,282+64.8% | $5,287+95.8% |
| Admin fee / account holder | $4,538 | $11,765-61.4% | $9,324-51.3% | $10,133-55.2% |