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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 | $176,375 | $181,896-3.0% | $156,551+12.7% | $273,972-35.6% |
| Participation rate | 21.1% | 88.4%-67.3pp | 84.0%-63.0pp | 83.0%-62.0pp |
| Annual return | 5.89% | 30.74%-24.9pp | 32.23%-26.3pp | 41.46%-35.6pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,568 | $5,550-53.7% | $4,871-47.3% | $5,287-51.4% |
| Admin fee / account holder | $9,868 | $15,560-36.6% | $13,028-24.3% | $10,133-2.6% |