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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 | $121,800 | $110,212+10.5% | $96,534+26.2% | $139,466-12.7% |
| Participation rate | 30.0% | 78.1%-48.1pp | 76.0%-46.0pp | 80.3%-50.3pp |
| Annual return | 22.05% | 26.42%-4.4pp | 25.88%-3.8pp | 373.66%-351.6pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,161 | $5,547-43.0% | $4,851-34.8% | $6,712-52.9% |
| Admin fee / account holder | $6,948 | $11,599-40.1% | $8,253-15.8% | $11,409-39.1% |