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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 | $100,970+13.1% | $96,576+18.3% | $137,256-16.8% |
| Participation rate | 55.6% | 82.6%-27.1pp | 81.4%-25.9pp | 80.0%-24.4pp |
| Annual return | 13.06% | 38.16%-25.1pp | 38.47%-25.4pp | 220.34%-207.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,011 | $8,286-15.4% | $7,956-11.9% | $6,407+9.4% |
| Admin fee / account holder | $346 | $11,312-96.9% | $11,381-97.0% | $12,270-97.2% |