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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 | $126,380 | $100,970+25.2% | $96,576+30.9% | $137,256-7.9% |
| Participation rate | 39.1% | 82.6%-43.5pp | 81.4%-42.3pp | 80.0%-40.8pp |
| Annual return | 15.42% | 38.16%-22.7pp | 38.47%-23.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,581 | $8,286-68.9% | $7,956-67.6% | $6,407-59.7% |
| Admin fee / account holder | $4,254 | $11,312-62.4% | $11,381-62.6% | $12,270-65.3% |