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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 | $117,723 | $111,814+5.3% | $103,378+13.9% | $145,978-19.4% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 14.66% | 24.80%-10.1pp | 24.91%-10.3pp | 550.52%-535.9pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,917 | $5,618+40.9% | $5,058+56.5% | $6,690+18.3% |
| Admin fee / account holder | $10,025 | $9,764+2.7% | $8,401+19.3% | $13,400-25.2% |