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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 | $119,806 | $124,425-3.7% | $112,040+6.9% | $137,256-12.7% |
| Participation rate | 69.6% | 79.3%-9.7pp | 76.5%-6.9pp | 80.0%-10.4pp |
| Annual return | 18.22% | 24.72%-6.5pp | 24.52%-6.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,081 | $5,718-28.6% | $5,098-19.9% | $6,407-36.3% |
| Admin fee / account holder | $1,703 | $15,207-88.8% | $12,098-85.9% | $12,270-86.1% |