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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 | $188,392 | $184,014+2.4% | $161,149+16.9% | $138,895+35.6% |
| Participation rate | 55.0% | 82.1%-27.1pp | 78.8%-23.8pp | 79.9%-24.9pp |
| Annual return | 13.12% | 21.52%-8.4pp | 21.16%-8.0pp | 145.39%-132.3pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,465 | $6,909-6.4% | $6,153+5.1% | $6,396+1.1% |
| Admin fee / account holder | $34,125 | $18,027+89.3% | $15,194+124.6% | $12,562+171.7% |