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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 | $98,353 | $153,769-36.0% | $133,975-26.6% | $273,972-64.1% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.1%-29.9pp | 83.0%-25.9pp |
| Annual return | 9.02% | 36.51%-27.5pp | 29.29%-20.3pp | 41.46%-32.4pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,528 | $6,958-6.2% | $6,282+3.9% | $5,287+23.5% |
| Admin fee / account holder | $832 | $11,765-92.9% | $9,324-91.1% | $10,133-91.8% |