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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 | $121,672 | $136,860-11.1% | $120,344+1.1% | $154,746-21.4% |
| Participation rate | 57.1% | 79.9%-22.7pp | 76.7%-19.6pp | 80.7%-23.6pp |
| Annual return | 15.51% | 21.38%-5.9pp | 20.30%-4.8pp | 172.34%-156.8pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,555 | $5,793+64.9% | $5,135+86.1% | $6,730+42.0% |
| Admin fee / account holder | $7,824 | $15,393-49.2% | $12,742-38.6% | $14,365-45.5% |