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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 | $118,607 | $153,769-22.9% | $133,975-11.5% | $273,972-56.7% |
| Participation rate | 68.2% | 88.4%-20.2pp | 87.1%-18.9pp | 83.0%-14.8pp |
| Annual return | 8.13% | 36.51%-28.4pp | 29.29%-21.2pp | 41.46%-33.3pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,638 | $6,958-47.7% | $6,282-42.1% | $5,287-31.2% |
| Admin fee / account holder | $2,148 | $11,765-81.7% | $9,324-77.0% | $10,133-78.8% |