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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 | $196,055 | $177,156+10.7% | $147,027+33.3% | $154,746+26.7% |
| Participation rate | 60.0% | 79.4%-19.4pp | 73.7%-13.7pp | 80.7%-20.7pp |
| Annual return | 12.32% | 21.94%-9.6pp | 20.23%-7.9pp | 172.34%-160.0pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,136 | $5,797-63.1% | $4,933-56.7% | $6,730-68.3% |
| Admin fee / account holder | $525 | $14,904-96.5% | $12,223-95.7% | $14,365-96.3% |