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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 | $113,460 | $153,769-26.2% | $133,975-15.3% | $273,972-58.6% |
| Participation rate | 61.9% | 88.4%-26.5pp | 87.1%-25.2pp | 83.0%-21.1pp |
| Annual return | 12.54% | 36.51%-24.0pp | 29.29%-16.8pp | 41.46%-28.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,564 | $6,958-63.2% | $6,282-59.2% | $5,287-51.5% |
| Admin fee / account holder | $5,756 | $11,765-51.1% | $9,324-38.3% | $10,133-43.2% |