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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 | $134,781 | $135,905-0.8% | $126,068+6.9% | $198,609-32.1% |
| Participation rate | 65.2% | 85.6%-20.4pp | 84.7%-19.5pp | 82.4%-17.2pp |
| Annual return | 17.02% | 14.07%+3.0pp | 15.01%+2.0pp | 202.70%-185.7pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,020 | $8,523-52.8% | $8,214-51.1% | $6,977-42.4% |
| Admin fee / account holder | $6,944 | $21,036-67.0% | $18,264-62.0% | $19,030-63.5% |