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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 | $175,067 | $223,823-21.8% | $211,142-17.1% | $154,746+13.1% |
| Participation rate | 57.1% | 87.9%-30.7pp | 87.3%-30.1pp | 80.7%-23.6pp |
| Annual return | 10.56% | 50.39%-39.8pp | 46.84%-36.3pp | 172.34%-161.8pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,427 | $9,750-44.3% | $9,284-41.5% | $6,730-19.4% |
| Admin fee / account holder | $1,743 | $19,707-91.2% | $19,076-90.9% | $14,365-87.9% |