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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 | $187,219 | $153,769+21.8% | $133,975+39.7% | $273,972-31.7% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 5.53% | 36.51%-31.0pp | 29.29%-23.8pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,975 | $6,958-28.5% | $6,282-20.8% | $5,287-5.9% |
| Admin fee / account holder | $6,653 | $11,765-43.5% | $9,324-28.7% | $10,133-34.3% |