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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 | $166,795 | $199,109-16.2% | $173,730-4.0% | $154,746+7.8% |
| Participation rate | 52.6% | 82.8%-30.2pp | 79.6%-26.9pp | 80.7%-28.1pp |
| Annual return | 17.30% | 20.02%-2.7pp | 19.96%-2.7pp | 172.34%-155.0pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,236 | $7,113-40.4% | $6,326-33.0% | $6,730-37.1% |
| Admin fee / account holder | $28,167 | $20,916+34.7% | $17,523+60.7% | $14,365+96.1% |