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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 | $67,396 | $215,361-68.7% | $171,082-60.6% | $273,972-75.4% |
| Participation rate | 52.9% | 82.0%-29.1pp | 76.7%-23.8pp | 83.0%-30.1pp |
| Annual return | 9.91% | 25.14%-15.2pp | 32.56%-22.6pp | 41.46%-31.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,622 | $5,543-34.7% | $4,797-24.5% | $5,287-31.5% |
| Admin fee / account holder | $1,347 | $10,846-87.6% | $8,520-84.2% | $10,133-86.7% |