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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 | $201,305 | $199,109+1.1% | $173,730+15.9% | $154,746+30.1% |
| Participation rate | 26.7% | 82.8%-56.1pp | 79.6%-52.9pp | 80.7%-54.0pp |
| Annual return | 13.27% | 20.02%-6.7pp | 19.96%-6.7pp | 172.34%-159.1pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,746 | $7,113-61.4% | $6,326-56.6% | $6,730-59.2% |
| Admin fee / account holder | $10,109 | $20,916-51.7% | $17,523-42.3% | $14,365-29.6% |