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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 | $102,609+31.4% | $98,090+37.4% | $138,895-3.0% |
| Participation rate | 65.2% | 82.8%-17.6pp | 81.5%-16.3pp | 79.9%-14.7pp |
| Annual return | 17.02% | 36.44%-19.4pp | 37.05%-20.0pp | 145.39%-128.4pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,020 | $8,167-50.8% | $7,845-48.8% | $6,396-37.2% |
| Admin fee / account holder | $6,944 | $11,434-39.3% | $11,815-41.2% | $12,562-44.7% |