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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 | $127,267 | $124,425+2.3% | $112,040+13.6% | $137,256-7.3% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.5%-16.5pp | 80.0%-20.0pp |
| Annual return | 12.37% | 24.72%-12.3pp | 24.52%-12.1pp | 220.34%-208.0pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,596 | $5,718+67.8% | $5,098+88.2% | $6,407+49.8% |
| Admin fee / account holder | $2,937 | $15,207-80.7% | $12,098-75.7% | $12,270-76.1% |