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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 | $86,964 | $184,014-52.7% | $161,149-46.0% | $138,895-37.4% |
| Participation rate | 58.3% | 82.1%-23.7pp | 78.8%-20.5pp | 79.9%-21.6pp |
| Annual return | 13.67% | 21.52%-7.9pp | 21.16%-7.5pp | 145.39%-131.7pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $18,058 | $6,909+161.4% | $6,153+193.5% | $6,396+182.3% |
| Admin fee / account holder | $16,515 | $18,027-8.4% | $15,194+8.7% | $12,562+31.5% |