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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 | $83,514 | $106,247-21.4% | $96,515-13.5% | $139,466-40.1% |
| Participation rate | 68.4% | 77.8%-9.4pp | 74.3%-5.9pp | 80.3%-11.9pp |
| Annual return | 11.76% | 38.47%-26.7pp | 35.73%-24.0pp | 373.66%-361.9pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,999 | $5,456-8.4% | $4,880+2.5% | $6,712-25.5% |
| Admin fee / account holder | $2,666 | $7,885-66.2% | $6,735-60.4% | $11,409-76.6% |