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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 | $114,210 | $107,666+6.1% | $102,184+11.8% | $154,746-26.2% |
| Participation rate | 55.6% | 83.7%-28.2pp | 82.6%-27.0pp | 80.7%-25.1pp |
| Annual return | 13.06% | 29.33%-16.3pp | 31.58%-18.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,011 | $8,719-19.6% | $8,309-15.6% | $6,730+4.2% |
| Admin fee / account holder | $346 | $12,943-97.3% | $11,609-97.0% | $14,365-97.6% |