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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 | $52,971 | $153,769-65.6% | $133,975-60.5% | $273,972-80.7% |
| Participation rate | 64.3% | 88.4%-24.1pp | 87.1%-22.8pp | 83.0%-18.7pp |
| Annual return | 10.00% | 36.51%-26.5pp | 29.29%-19.3pp | 41.46%-31.5pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,072 | $6,958-55.8% | $6,282-51.1% | $5,287-41.9% |
| Admin fee / account holder | $1,382 | $11,765-88.3% | $9,324-85.2% | $10,133-86.4% |