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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 | $125,111 | $254,759-50.9% | $216,567-42.2% | $198,609-37.0% |
| Participation rate | 50.0% | 84.5%-34.5pp | 81.6%-31.6pp | 82.4%-32.4pp |
| Annual return | 12.53% | 10.04%+2.5pp | 12.94%-0.4pp | 202.70%-190.2pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,288 | $6,948-38.3% | $6,191-30.7% | $6,977-38.5% |
| Admin fee / account holder | $20,692 | $26,311-21.4% | $21,981-5.9% | $19,030+8.7% |